FULTON BANK, N.A. GLIFX β€” LAZARD FDS INC

Ownership history in FULTON BANK, N.A.  Β·  4 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported LAZARD FDS INC (GLIFX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.84% in 2026 Q1. The latest visible filing shows GLIFX at 0.84% 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.

What this GLIFX 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 LAZARD FDS INC, 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

GLIFX was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

GLIFX stock page FULTON BANK, N.A. fund profile FULTON BANK, N.A. full holdings
How FULTON BANK, N.A. held GLIFX β€” position size vs. price
% of Fund (quarterly)    GLIFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 1,237,957 +89,896 +7.8% 0.84% $23.9M 2026-04-24 $19.79
2025 Q4 ADDED β€” β€” β€” 1,148,061 +78,716 +7.4% 0.72% $20.9M 2026-01-08 $18.50
2025 Q3 ADDED β€” β€” β€” 1,069,345 +166,881 +18.5% 0.65% $18.7M 2025-10-21 $17.86
2025 Q2 INITIATED β€” β€” β€” 902,464 β€” β€” 0.60% $16.2M 2025-07-10 $16.71

FAQ About FULTON BANK, N.A. and GLIFX

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 GLIFX?

FULTON BANK, N.A. reported GLIFX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for GLIFX was 0.84% in 2026 Q1.

What is the latest reported GLIFX position on this page?

The most recent filing on this page is 2026 Q1, when FULTON BANK, N.A. reported 1,237,957 shares, equal to 0.84% of portfolio, with an estimated market value of $23.9M.

What does the chart on this GLIFX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly GLIFX 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 GLIFX position?

Based on 13F filing dates vs. subsequent GLIFX price moves, FULTON BANK, N.A. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on GLIFX relative to SPY over the holding period was +3.7%.

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