Fulton Bank, N.A.
Fulton Bank, N.A. is a subsidiary of Fulton Financial Corporation, a regional financial services holding company founded in 1882 and headquartered in Lancaster, PA. The firm operates as a community bank, providing services that include branch banking, consumer lending, commercial banking, investment management, financial advising, and mortgage services across Pennsylvania, Maryland, Delaware, New Jersey, and Virginia. It serves individuals, small businesses, nonprofits, and corporations, with a workforce of about 3,500 employees and has over 200 banking centers in the Mid-Atlantic region.
Investment Strategy
Fulton Bank, N.A., through Fulton Financial Advisors and Fulton Private Bank, employs a client-centered investment philosophy focused on building customized portfolios aligned with each client's objectives, funding levels, and risk tolerance. The bank emphasizes disciplined, long-term asset management, blending traditional and alternative investments, and utilizes an open architecture platform to provide access to a broad range of investment options and managers. Ongoing portfolio monitoring, rigorous due diligence, and dynamic risk management are key components, with a strong focus on community-oriented relationships and optimizing portfolios for risk-based total return.
Top Holdings
Equity Positions (533)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.42% | $69.3M | 272,148 | $20.02 | $254.63 | +$12.8M |
N NVDA | NVIDIA CORPORATION | 2.17% | $62.1M | 333,053 | $15.25 | $186.58 | +$8.8M |
M MSFT | MICROSOFT CORP | 2.12% | $60.7M | 117,213 | $84.86 | $517.95 | +$3.3M |
V VOO | VANGUARD INDEX FDS | 1.44% | $41.3M | 67,421 | $495.65 | $612.38 | +$5.2M |
D DUHP | DIMENSIONAL ETF TRUST | 1.28% | $36.5M | 966,483 | $35.87 | $37.77 | +$7.0M |