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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

InvestmentPortfolio %Reported Value
VINIX
Vanguard Instl Index Fd
Recent Activity
Increased 4.7%
6.65%
$172.328M
359,840 shares@ $478.91 avg price
TRLGX
Institutional Equity Fds Inc
Recent Activity
Decreased -0.04%
3.28%
$84.989M
1.033M shares@ $82.28 avg price
GSIMX
Goldman Sachs Tr Ii
Recent Activity
Decreased -0.74%
3.03%
$78.584M
4.018M shares@ $19.57 avg price
AFVZX
World Fds Tr
Recent Activity
Increased 0.69%
2.84%
$73.557M
3.421M shares@ $21.51 avg price
SVFYX
Smead Fds Tr
Recent Activity
Decreased -2.11%
2.79%
$72.239M
913,149 shares@ $79.12 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.79%
2.75%
$71.314M
284,779 shares@ $250.42 avg price
VFIAX
Vanguard Index Fds
Recent Activity
Increased 1.84%
2.71%
$70.091M
129,137 shares@ $542.77 avg price
JGASX
Jpmorgan Tr I
Recent Activity
Increased 0.75%
2.51%
$65.074M
1.615M shares@ $40.31 avg price
VDIGX
Vanguard Specialized Funds
Recent Activity
Increased 0.38%
2.32%
$59.973M
1.656M shares@ $36.22 avg price
TILIX
Tiaa-cref Mut Fds
Recent Activity
Decreased -1.1%
2.3%
$59.449M
887,694 shares@ $66.98 avg price

1-10 of 665