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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
VVIAXVanguard Index Fds
Recent Activity
Decreased -1.98%
0.85%
$22.048M
333,865 shares@ $66.05 avg price
IWDIshares Tr
Recent Activity
Decreased -4.18%
0.78%
$20.211M
109,171 shares@ $185.13 avg price
JVMIXJohn Hancock Fds Iii
Recent Activity
Decreased -0.48%
0.72%
$18.669M
692,711 shares@ $26.96 avg price
EGFIXAdvisors Inner Circle Fd
Recent Activity
Decreased -11.29%
0.69%
$17.691M
399,164 shares@ $44.33 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.84%
0.64%
$16.36M
31,069 shares@ $526.57 avg price
SFLNXSchwab Cap Tr
Recent Activity
Increased 9.77%
0.61%
$15.724M
564,410 shares@ $27.87 avg price
JMGMXJpmorgan Tr Ii
Recent Activity
Increased 8.84%
0.6%
$15.392M
297,603 shares@ $51.73 avg price
TILVXTiaa-cref Mut Fds
Recent Activity
Decreased -0.5%
0.6%
$15.39M
601,409 shares@ $25.6 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.1%
0.58%
$14.791M
77,667 shares@ $190.44 avg price
MISMXMatthews Asia Fds
Recent Activity
Decreased -2.26%
0.52%
$13.261M
575,544 shares@ $23.05 avg price