$1.63 Billion is the total value of FULTON BANK, N.A.'s 778 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FULT | FULTON FINL CORP PA | $18,496,000 | -11.4% | 1,982,467 | 0.0% | 1.14% | -17.4% | |
| FKYS | FIRST KEYSTONE CORP | $2,332,000 | -3.3% | 124,349 | 0.0% | 0.14% | -10.1% | |
| YORW | YORK WTR CO | $1,145,000 | -11.9% | 27,093 | 0.0% | 0.07% | -18.6% | |
| FLEMING CAP MUT FD GROUPjp morgan mid l | $932,000 | +4.4% | 27,929 | 0.0% | 0.06% | -3.4% | ||
| MFS SER TR Ivalue fd cl i | $772,000 | +5.5% | 19,011 | 0.0% | 0.05% | -2.1% | ||
| FIRST EAGLE FDSglobal fd cl a | $702,000 | +5.6% | 12,417 | 0.0% | 0.04% | -2.3% | ||
| JPMORGAN TR IIlrg cap growth i | $661,000 | +16.4% | 11,606 | 0.0% | 0.04% | +10.8% | ||
| SMEAD FDS TRvalue fd inv | $579,000 | +9.2% | 12,705 | 0.0% | 0.04% | +2.9% | ||
| PFF | ISHARES TRpfd and incm sec | $551,000 | +5.2% | 15,115 | 0.0% | 0.03% | -2.9% | |
| JNES | JONESTOWN BK & TR CO PA | $430,000 | +4.1% | 18,900 | 0.0% | 0.03% | -3.7% | |
| NEO | NEOGENOMICS INC | $398,000 | +19.2% | 10,779 | 0.0% | 0.02% | +9.1% | |
| VANGUARD HORIZON FD INCcaptl opp adm | $343,000 | +8.2% | 2,071 | 0.0% | 0.02% | 0.0% | ||
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +19.9% | 1 | 0.0% | 0.02% | +11.1% | |
| WTRG | ESSENTIAL UTILS INC | $297,000 | -4.5% | 7,369 | 0.0% | 0.02% | -14.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $285,000 | +12.6% | 1,250 | 0.0% | 0.02% | +5.9% | |
| FIDELITY CONTRAFUND | $282,000 | +11.9% | 16,920 | 0.0% | 0.02% | 0.0% | ||
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $272,000 | +9.2% | 1,757 | 0.0% | 0.02% | +6.2% | |
| VANGUARD WELLESLEY INCOME FD | $237,000 | +1.3% | 8,647 | 0.0% | 0.02% | 0.0% | ||
| VANGUARD WELLINGTON FDadmiral shares | $232,000 | +5.0% | 3,091 | 0.0% | 0.01% | -6.7% | ||
| ORI | OLD REP INTL CORP | $215,000 | -9.7% | 14,575 | 0.0% | 0.01% | -18.8% | |
| VANGUARD BD INDEX FDSftse al wl adm s | $219,000 | +5.8% | 6,974 | 0.0% | 0.01% | -7.1% | ||
| ED | CONSOLIDATED EDISON INC | $219,000 | +8.4% | 2,809 | 0.0% | 0.01% | 0.0% | |
| FRANKLIN CUSTODIAN FDS | $47,000 | 0.0% | 22,467 | 0.0% | 0.00% | 0.0% | ||
| FRANKLIN CUSTODIAN FDS | $55,000 | +1.9% | 26,435 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-06
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ADVISORS INNER CIRCLE FD | 43 | Q4 2023 | 5.7% |
| VANGUARD INSTL INDEX FD | 43 | Q4 2023 | 5.7% |
| FEDERATED INVESTORS | 43 | Q4 2023 | 6.0% |
| APPLE INC | 43 | Q4 2023 | 2.8% |
| NATIXIS FUNDS TRUST II | 43 | Q4 2023 | 5.3% |
| ISHARES TR | 43 | Q4 2023 | 2.0% |
| ISHARES TR | 43 | Q4 2023 | 1.5% |
| MICROSOFT CORP | 43 | Q4 2023 | 2.0% |
| HARDING LOEVNER FDS INC | 43 | Q4 2023 | 2.4% |
| EXXON MOBIL CORP | 43 | Q4 2023 | 1.5% |
View FULTON BANK, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-01-24 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-05 |
View FULTON BANK, N.A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.