AFVZX WORLD FDS TR

Ownership history in FULTON BANK, N.A.  ·  31 quarters on record

This page tracks every 13F SEC filing in which FULTON BANK, N.A. reported a position in WORLD FDS TR (AFVZX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.24% (2023 Q4)
Avg. % of fund
2.46%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,225,212 -73,102 -2.2% 2.62% $75.7M $23.47
2025 Q3 REDUCED 3,298,314 -29,106 -0.9% 2.78% $79.5M $22.51
2025 Q2 REDUCED 3,327,420 -71,745 -2.1% 2.79% $75.5M $21.20
2025 Q1 REDUCED 3,399,165 -22,096 -0.6% 2.92% $72.2M $19.86
2024 Q4 ADDED 3,421,261 +23,175 +0.7% 2.84% $73.6M $20.09
2024 Q3 ADDED 3,398,086 +5,600 +0.2% 3.00% $78.6M $20.27
2024 Q2 REDUCED 3,392,486 -37,873 -1.1% 3.01% $74.4M $19.22
2024 Q1 REDUCED 3,430,359 -15,968 -0.5% 3.19% $77.8M $19.87
2023 Q4 ADDED 3,446,327 +16,527 +0.5% 3.24% $71.9M $18.28
2023 Q3 ADDED 3,429,800 +90,071 +2.7% 3.22% $64.6M $16.20
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AFVZX price (monthly, adj. close)
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