FULTON BANK, N.A. EGFIX — ADVISORS INNER CIRCLE FD EDGWD GRW INST

Ownership history in FULTON BANK, N.A.  ·  61 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported ADVISORS INNER CIRCLE FD EDGWD GRW INST (EGFIX) in 61 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.24% in 2023 Q4. The latest visible filing shows EGFIX at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EGFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in ADVISORS INNER CIRCLE FD EDGWD GRW INST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EGFIX was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EGFIX stock page FULTON BANK, N.A. fund profile FULTON BANK, N.A. full holdings
How FULTON BANK, N.A. held EGFIX — position size vs. price
% of Fund (quarterly)    EGFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 218,353 -49,158 -18.4% 0.21% $6.0M 2026-04-24 $29.15
2025 Q4 REDUCED 13.2% -13.3% ✅ 267,511 -40,720 -13.2% 0.29% $8.4M 2026-01-08 $32.11
2025 Q3 REDUCED 5.2% +3.2% ❌ 308,231 -16,753 -5.2% 0.50% $14.4M 2025-10-21 $31.41
2025 Q2 REDUCED 12.3% -1.5% ✅ 324,984 -45,771 -12.3% 0.57% $15.4M 2025-07-10 $31.38
2025 Q1 REDUCED 7.1% +15.8% ❌ 370,755 -28,409 -7.1% 0.61% $15.1M 2025-04-09 $26.87
2024 Q4 REDUCED 11.3% -7.9% ✅ 399,164 -50,808 -11.3% 0.68% $17.7M 2025-01-08 $29.64
2024 Q3 REDUCED 9.0% +1.9% ❌ 449,972 -44,319 -9.0% 0.88% $23.0M 2024-10-07 $28.65
2024 Q2 REDUCED 9.4% +0.4% ❌ 494,291 -51,519 -9.4% 1.02% $25.1M 2024-07-09 $28.94
2024 Q1 REDUCED 13.6% +2.8% ❌ 545,810 -85,570 -13.6% 1.11% $27.0M 2024-04-10 $27.46
2023 Q4 REDUCED 12.9% +12.7% ❌ 631,380 -93,174 -12.9% 1.24% $27.6M 2024-01-04 $24.04
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EGFIX

As of 2026 Q1 — sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.02% Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About FULTON BANK, N.A. and EGFIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning EGFIX?

FULTON BANK, N.A. reported EGFIX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EGFIX position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for EGFIX was 1.24% in 2023 Q4.

What is the latest reported EGFIX position on this page?

The most recent filing on this page is 2026 Q1, when FULTON BANK, N.A. reported 218,353 shares, equal to 0.21% of portfolio, with an estimated market value of $6.0M.

What does the chart on this EGFIX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly EGFIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULTON BANK, N.A. time their EGFIX position?

Based on 13F filing dates vs. subsequent EGFIX price moves, FULTON BANK, N.A. correctly timed 25 out of 60 reported position changes (42%). The annualised alpha on EGFIX relative to SPY over the holding period was -0.4%.

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