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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
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
NVDANvidia Corporation
Recent Activity
Decreased -0.82%
1.8%
$46.467M
346,020 shares@ $134.29 avg price
VIGAXVanguard Index Fds
Recent Activity
Decreased -3.92%
1.75%
$45.358M
214,740 shares@ $211.23 avg price
GQGIXAdvisors Inner Circle Fd Iii
Recent Activity
Increased 0.73%
1.64%
$42.469M
2.568M shares@ $16.55 avg price
FULTFulton Finl Corp Pa
Recent Activity
Decreased -0.78%
1.52%
$39.362M
2.042M shares@ $19.28 avg price
VIMAXVanguard Index Fds
Recent Activity
Decreased -1.11%
1.52%
$39.251M
120,082 shares@ $326.88 avg price
JLGMXJpmorgan Tr I
Recent Activity
Decreased -0.6%
1.47%
$37.937M
453,039 shares@ $83.75 avg price
VSMAXVanguard Index Fds
Recent Activity
Decreased -2.81%
1.3%
$33.634M
292,065 shares@ $115.17 avg price
IWFIshares Tr
Recent Activity
Decreased -3.59%
1.29%
$33.362M
83,076 shares@ $401.58 avg price