Position in SF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$321,779
-$24,240 QoQ
Shares Held
4,612
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#383
of 592 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. SF ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
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 |
All Filings in SF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,779 | 4,612 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $346,019 | 4,681 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $394,692 | 3,152 | Shares | Other | 2026-01-08 | |
| 2025-09-30 | $393,059 | 3,464 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $394,778 | 3,804 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $452,447 | 4,800 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $528,065 | 4,978 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $479,922 | 5,111 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $423,358 | 5,031 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $404,528 | 5,175 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $332,542 | 4,809 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $296,448 | 4,825 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $235,099 | 3,940 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $248,473 | 4,205 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $238,382 | 4,084 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $212,570 | 4,095 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $221,166 | 3,948 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $274,722 | 4,046 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $319,073 | 4,531 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $300,518 | 4,422 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $282,529 | 4,356 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $269,563 | 4,208 | Shares | Sole | 2021-04-05 | |
| No filing history on record for this holder in this stock. | ||||||