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Pamela A. Minnick

@Fulton Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$2.594BTotal holdings665
Assets growth rate-0.96%Assets growth rate (2-Q avg)2.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulton Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 665 positions.

Assets under management

The assets under management (AUM) of Fulton Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.594B in assets, with a quarterly growth rate of -0.96% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Pamela A. Minnick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VINIXVanguard Instl Index Fd
Recent Activity
Increased 4.7%
6.65%
$172.328M
359,840 shares@ $478.91 avg price
AFVZXWorld Fds Tr
Recent Activity
Increased 0.69%
2.84%
$73.557M
3.421M shares@ $21.51 avg price
VFIAXVanguard Index Fds
Recent Activity
Increased 1.84%
2.71%
$70.091M
129,137 shares@ $542.77 avg price
JGASXJpmorgan Tr I
Recent Activity
Increased 0.75%
2.51%
$65.074M
1.615M shares@ $40.31 avg price
VDIGXVanguard Specialized Funds
Recent Activity
Increased 0.38%
2.32%
$59.973M
1.656M shares@ $36.22 avg price
PMAQXPrincipal Fds Inc
Recent Activity
Increased 11177.54%
2.13%
$55.224M
1.237M shares@ $44.64 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.52%
1.91%
$49.47M
117,366 shares@ $421.5 avg price
GQGIXAdvisors Inner Circle Fd Iii
Recent Activity
Increased 0.73%
1.64%
$42.469M
2.568M shares@ $16.55 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.66%
1.2%
$31.067M
141,604 shares@ $219.39 avg price
UBVLXUndiscovered Managers Fds
Recent Activity
Increased 2.86%
1.19%
$30.633M
364,246 shares@ $84.11 avg price