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Livermore
Livermore
ZHEN

Fulton Bank, N.A.

SEC CIK
0000883782
Latest filing
Jul 9, 2026

The latest 13F from Fulton Bank, N.A. covers Q2 2026 (filed Jul 9, 2026): 694 long positions worth $3.27B. The top 10 holdings make up 29.0% of the portfolio, and the largest is Vanguard Inst at 7.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
66
Est. +$40.5M
Added
290
Est. +$104.0M
Reduced
262
Est. −$74.6M
Sold out
28
Est. −$14.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Inst922040100
    7.0%$228.4M
  2. Institutional Equity FDS Inc45775L408
    2.8%$91.3M
  3. Goldman Sachs Tr II38147N293
    2.6%$84.1M
  4. Vanguard Index FDS922908710
    2.6%$83.7M
  5. JPMorgan GRWTH Adv4812A3718
    2.5%$82.6M

Share of portfolio

Top 5 holdings and the other 689 positions, by share of portfolio value

  1. Vanguard Inst7.0%
  2. Institutional Equity FDS Inc2.8%
  3. Goldman Sachs Tr II2.6%
  4. Vanguard Index FDS2.6%
  5. JPMorgan GRWTH Adv2.5%
  6. Other 689 positions82.6%

Biggest buys

New and added positions, by estimated amount bought

  1. Capital Group Growth ETF14020G101
    +$9.83MNew
  2. American Centy ETF Tr025072349
    +$6.44MAdded
  3. iShares Tr46436E841
    +$4.64MAdded
  4. J P Morgan Exchange Traded F46641Q134
    +$4.48MAdded
  5. ETF Opportunities Trust26923N405
    +$4.28MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Capital Group Growth ETF14020G101
    +0.30 pp0.0% → 0.3%
  2. iShares Semiconductor ETF464287523
    +0.24 pp0.3% → 0.6%
  3. American Centy ETF Tr025072349
    +0.20 pp<0.1% → 0.2%
  4. Driehaus Small Cap (growth Instl CL)262028731
    +0.15 pp1.1% → 1.3%
  5. GOOGAlphabet Inc.
    +0.15 pp0.7% → 0.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 ETF922908363
    −$7.19MReduced
  2. Advisors Inner Circle FD0075W0759
    −$5.97MSold out
  3. Goldman Sachs Tr II38147N293
    −$5.09MReduced
  4. KLACKLA Corp
    −$5.04MReducedConverted for a 10-for-1 splitHistory
  5. Vanguard Index FDS922908710
    −$4.06MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Goldman Sachs Tr II38147N293
    −0.58 pp3.1% → 2.6%
  2. Advisors Inner Circle FD III00771X419
    −0.24 pp1.4% → 1.2%
  3. MSFTMicrosoft Corp
    −0.23 pp1.5% → 1.3%History
  4. Vanguard S&P 500 ETF922908363
    −0.23 pp1.7% → 1.5%
  5. Advisors Inner Circle FD0075W0759
    −0.21 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.27B
+$436.2M (+15.4%) vs. prior quarter
Positions
694
+38 vs. prior quarter
Top 10 concentration
29.0%
Top 10 as share of value
Turnover
2.9%
Q2 2026, one quarter
Average holding period
19.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.27B (Q2 2026)

Q1 2021: $1.98BQ2 2021: $2.15BQ3 2021: $2.15BQ4 2021: $2.28BQ1 2022: $2.14BQ2 2022: $1.80BQ3 2022: $1.68BQ4 2022: $1.78BQ1 2023: $1.91BQ2 2023: $2.04BQ3 2023: $2.01BQ4 2023: $2.22BQ1 2024: $2.44BQ2 2024: $2.47BQ3 2024: $2.62BQ4 2024: $2.59BQ1 2025: $2.48BQ2 2025: $2.71BQ3 2025: $2.86BQ4 2025: $2.89BQ1 2026: $2.84BQ2 2026: $3.27B
Q1 2021Q2 2026
13F filings of Fulton Bank, N.A. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 2026694$3.27BVanguard InstInstitutional Equity FDS IncGoldman Sachs Tr IIvs. Q1 2026SEC
Q1 2026Apr 24, 2026656$2.84BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q4 2025SEC
Q4 2025Jan 8, 2026668$2.89BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q3 2025SEC
Q3 2025Oct 21, 2025667$2.86BVanguard InstInstitutional Equity FDS IncGoldman Sachs Tr IIvs. Q2 2025SEC
Q2 2025Jul 10, 2025666$2.71BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q1 2025SEC
Q1 2025Apr 9, 2025639$2.48BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q4 2024SEC
Q4 2024Jan 8, 2025665$2.59BVanguard InstInstitutional Equity FDS IncGoldman Sachs Tr IIvs. Q3 2024SEC
Q3 2024Oct 7, 2024659$2.62BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q2 2024SEC
Q2 2024Jul 9, 2024630$2.47BVanguard InstGoldman Sachs Tr IIInstitutional Equity FDS Incvs. Q1 2024SEC
Q1 2024Apr 10, 2024614$2.44BVanguard InstGoldman Sachs Tr IISmead FDS Trvs. Q4 2023SEC
Q4 2023Jan 24, 2024Amended597$2.22BVanguard InstSmead FDS TrGoldman Sachs Tr IIvs. Q3 2023SEC
Q3 2023Oct 4, 2023567$2.01BVanguard InstSmead FDS TrGoldman Sachs Tr IIvs. Q2 2023SEC
Q2 2023Jul 6, 2023560$2.04BVanguard InstSmead FDS TrGoldman Sachs Tr IIvs. Q1 2023SEC
Q1 2023Apr 6, 2023558$1.91BVanguard InstSmead FDS TrGoldman Sachs Tr IIvs. Q4 2022SEC
Q4 2022Jan 5, 2023523$1.78BVanguard InstSmead FDS TrGoldman Sachs Tr IIvs. Q3 2022SEC
Q3 2022Oct 4, 2022478$1.68BVanguard InstSmead FDS TrAdvisors Inner Circle FDvs. Q2 2022SEC
Q2 2022Jul 7, 2022484$1.80BVanguard InstAdvisors Inner Circle FDSmead FDS Trvs. Q1 2022SEC
Q1 2022Apr 5, 2022508$2.14BVanguard InstAdvisors Inner Circle FDSmead FDS Trvs. Q4 2021SEC
Q4 2021Jan 5, 2022535$2.28BVanguard InstAdvisors Inner Circle FDInstitutional Equity FDS Incvs. Q3 2021SEC
Q3 2021Oct 5, 2021524$2.15BAdvisors Inner Circle FDVanguard InstInstitutional Equity FDS Incvs. Q2 2021SEC
Q2 2021Jul 6, 2021512$2.15BAdvisors Inner Circle FDVanguard InstInstitutional Equity FDS Incvs. Q1 2021SEC
Q1 2021Apr 5, 2021479$1.98BVanguard InstAdvisors Inner Circle FDInstitutional Equity FDS Inc–SEC