Fulton Bank, N.A.

Position in LPLA — LPL Financial Holdings Inc.

CIK 883782 Lancaster, PA

Position in LPLA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,394,596

-$98,422 QoQ

Shares Held

4,951

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#339

of 761 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. LPLA ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	27,755	$5,801,904
2	GS	Goldman Sachs Group Inc	3,516	$3,555,976
3	LPLA	LPL Financial Holdings Inc. This page	4,951	$1,394,596
4	HLI	Houlihan Lokey, Inc.	5,696	$764,004
5	HOOD	Robinhood Markets, Inc.	5,202	$521,656
6	IBKR	Interactive Brokers Group, Inc.	5,759	$501,263
7	SCHW	Schwab Charles Corp	5,143	$474,544
8	MC	Moelis & Co	6,931	$453,426

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,394,596	4,951	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$1,493,018	4,963	+5.4%	Shares	Sole	2026-04-24
2025-12-31	$1,681,912	4,709	+1.7%	Shares	Sole	2026-01-08
2025-09-30	$1,541,019	4,632	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$1,718,486	4,583	+10.0%	Shares	Sole	2025-07-10
2025-03-31	$1,363,519	4,168	-14.0%	Shares	Sole	2025-04-09
2024-12-31	$1,582,593	4,847	+15.2%	Shares	Sole	2025-01-08
2024-09-30	$978,441	4,206	+15.9%	Shares	Sole	2024-10-07
2024-06-30	$1,013,858	3,630	-0.2%	Shares	Sole	2024-07-09
2024-03-31	$961,158	3,638	+24.6%	Shares	Sole	2024-04-10
2023-12-31	$664,422	2,919	-9.3%	Shares	Sole	2024-01-24
2023-09-30	$764,520	3,217	-4.2%	Shares	Sole	2023-10-04
2023-06-30	$729,912	3,357	-43.1%	Shares	Sole	2023-07-06
2023-03-31	$1,193,755	5,898	+3.1%	Shares	Sole	2023-04-06
2022-12-31	$1,236,059	5,718	+21.0%	Shares	Sole	2023-01-05
2022-09-30	$1,032,754	4,727	-6.7%	Shares	Sole	2022-10-04
2022-06-30	$934,759	5,067	-3.7%	Shares	Sole	2022-07-07
2022-03-31	$961,079	5,261	-53.6%	Shares	Sole	2022-04-05
2021-12-31	$1,816,700	11,348	-7.2%	Shares	Sole	2022-01-05
2021-09-30	$1,917,800	12,234	-6.8%	Shares	Sole	2021-10-05
2021-06-30	$1,772,557	13,132	-0.8%	Shares	Sole	2021-07-06
2021-03-31	$1,881,061	13,232	+11.6%	Shares	Sole	2021-04-05
2020-12-31	$1,236,048	11,860	+1.0%	Shares	Sole	2021-01-07
2020-09-30	$900,488	11,745	-18.3%	Shares	Sole	2020-10-06
2020-06-30	$1,127,156	14,377	—	Shares	Sole	2020-07-06
No filing history on record for this holder in this stock.