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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
IJHIshares Tr
Recent Activity
Increased 20.3%
0.11%
$2.715M
43,579 shares@ $62.31 avg price
PDGIXRowe T Price Divid Growth Fd
Recent Activity
Increased 19%
0.11%
$2.681M
34,903 shares@ $76.83 avg price
PLDPrologis Inc.
Recent Activity
Increased 7.73%
0.11%
$2.665M
25,217 shares@ $105.7 avg price
TFCTruist Finl Corp
Recent Activity
Increased 2.99%
0.11%
$2.654M
61,183 shares@ $43.38 avg price
SFNNXSchwab Cap Tr
Recent Activity
Increased 1.68%
0.11%
$2.627M
253,594 shares@ $10.37 avg price
TTETotalenergies Se
Recent Activity
Increased 43.82%
0.1%
$2.579M
47,318 shares@ $54.5 avg price
KKRKkr & Co Inc
Recent Activity
Increased 8.2%
0.1%
$2.541M
17,182 shares@ $147.91 avg price
SOSouthern Co
Recent Activity
Increased 0.91%
0.1%
$2.462M
29,903 shares@ $82.32 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 19.87%
0.1%
$2.446M
4,785 shares@ $511.23 avg price
DHRDanaher Corporation
Recent Activity
Increased 2.74%
0.1%
$2.414M
10,516 shares@ $229.55 avg price