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Fulton Bank Portfolio holdings
AUM
$3.29B
Turnover
10.33%
1-Year Est. Return
13.65%
This Fund
S&P 500
This Quarter Est. Return
+1.33%
1 Year Est. Return
+13.65%
3 Year Est. Return
+48.12%
5 Year Est. Return
+56.81%
10 Year Est. Return
+117.12%
AUM
$3.29B
AUM Growth
+$16.2M
(+0.49%)
Cap. Flow
+$16.2M
Cap. Flow % of AUM
Cap. Flow %
0.49%
Top 10 Holdings %
Top 10 Hldgs %
28.22%
Holding
726
New
32
Increased
243
Reduced
339
Closed
43
Avg Time Held
5.2
years
Top 10 Avg Time Held
4.9
years
Top 20 Avg Time Held
5.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$11.5M |
| 2 |
NVIDIA
NVDA
|
+$7.16M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
+$7.04M |
| 4 |
Capital Group Growth ETF
CGGR
|
+$5.66M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.66M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.8M |
| 2 |
TotalEnergies
TTE
|
+$2.85M |
| 3 |
Microsoft
MSFT
|
+$2.57M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.45M |
| 5 |
Applied Materials
AMAT
|
+$2.28M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 63.23% |
| 2 | Technology | 13.51% |
| 3 | Financials | 4.89% |
| 4 | Communication Services | 3.9% |
| 5 | Healthcare | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.27T
| $85.8M | 2.61% |
375,728
+33,415
| +10% | +$7.16M |
2017 Q1
38 quarters
|
|
|
2
Apple
AAPL
$4.99T
| $83.9M | 2.55% |
251,974
-18,058
| -7% | -$5.8M |
2013 Q2
53 quarters
|
|
|
3
Microsoft
MSFT
$3.96T
| $56.1M | 1.71% |
109,402
-5,553
| -5% | -$2.57M |
2013 Q2
53 quarters
|
|
|
4
iShares Core S&P 500 ETF
IVV
$886B
| $55.1M | 1.67% |
71,935
+7,412
| +11% | +$5.66M |
2016 Q3
40 quarters
|
|
|
5
Vanguard S&P 500 ETF
VOO
$1.04T
| $46.2M | 1.41% |
65,971
-3,507
| -5% | -$2.45M |
2021 Q2
21 quarters
|
|
6
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
| $44.5M | 1.35% |
1,061,463
-39,229
| -4% | -$1.65M |
2025 Q2
5 quarters
|
|
7
Alphabet (Google) Class A
GOOGL
$4.22T
| $40.6M | 1.23% |
117,853
+10,066
| +9% | +$3.49M |
2015 Q4
43 quarters
|
|
8
iShares Russell 1000 Growth ETF
IWF
$126B
| $36.9M | 1.12% |
294,454
-7,216
| -2% | -$883K |
2013 Q2
53 quarters
|
|
9
Amazon
AMZN
$2.84T
| $33.8M | 1.03% |
135,546
-2,296
| -2% | -$583K |
2013 Q2
53 quarters
|
|
10
Meta Platforms (Facebook)
META
$1.79T
| $32.2M | 0.98% |
44,372
-496
| -1% | -$310K |
2014 Q2
49 quarters
|
|
11
Broadcom
AVGO
$1.61T
| $31.8M | 0.97% |
90,625
+681
| +0.8% | +$256K |
2014 Q4
47 quarters
|
|
12
Alphabet (Google) Class C
GOOG
$4.17T
| $30.1M | 0.91% |
88,241
+11,041
| +14% | +$3.81M |
2013 Q2
53 quarters
|
|
13
Fulton Financial
FULT
$4.24B
| $27M | 0.82% |
1,196,590
+15,217
| +1% | +$365K |
2015 Q1
46 quarters
|
|
14
iShares Russell 1000 Value ETF
IWD
$83.7B
| $26.9M | 0.82% |
108,465
-565
| -0.5% | -$143K |
2013 Q2
53 quarters
|
|
15
Applied Finance Valuation Large Cap ETF
VSLU
$576M
| $24.8M | 0.75% |
511,540
+62,826
| +14% | +$3.03M |
2023 Q4
11 quarters
|
|
16
Micron Technology
MU
$1.03T
| $22.4M | 0.68% |
21,038
+5,735
| +37% | +$5.45M |
2019 Q4
27 quarters
|
|
|
17
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
| $21.4M | 0.65% |
263,756
+142,414
| +117% | +$11.5M |
2020 Q3
24 quarters
|
|
18
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.4B
| $20.8M | 0.63% |
933,928
+94,112
| +11% | +$2.1M |
2025 Q4
3 quarters
|
|
19
Eli Lilly
LLY
$1.11T
| $17M | 0.52% |
14,668
+319
| +2% | +$376K |
2013 Q2
53 quarters
|
|
20
iShares Semiconductor ETF
SOXX
$42.1B
| $16.8M | 0.51% |
29,554
+645
| +2% | +$345K |
2021 Q3
20 quarters
|
|
21
JPMorgan Chase
JPM
$893B
| $16.7M | 0.51% |
50,531
+176
| +0.3% | +$61.6K |
2013 Q2
53 quarters
|
|
|
22
Capital Group Growth ETF
CGGR
$25.9B
| $15.6M | 0.48% |
329,818
+121,587
| +58% | +$5.66M |
2026 Q2
1 quarter
|
|
23
Mastercard
MA
$538B
| $15.3M | 0.46% |
27,671
+267
| +1% | +$150K |
2013 Q2
53 quarters
|
|
24
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.9B
| $13.9M | 0.42% |
169,547
+31,784
| +23% | +$2.66M |
2026 Q1
2 quarters
|
|
|
25
Avantis US Large Cap Value ETF
AVLV
$22B
| $13.8M | 0.42% |
152,087
+75,839
| +99% | +$7.04M |
2026 Q1
2 quarters
|
|
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Fulton Bank's Q3 2026 Portfolio in Review
As of Q3 2026, Fulton Bank held 726 positions worth $3.29B, up 0.49% from $3.27B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Fulton Bank's Q3 2026 filing shows 32 new, 243 increased, 339 reduced and 43 closed positions. Its largest new stake was Cheniere Energy: 3,652 shares worth $982K. The largest sale was Apple, an estimated $5.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 63% a quarter earlier, followed by Technology and Financials.
- Fulton Bank's largest Q3 2026 buy was Cheniere Energy: 3,652 shares worth $982K.
- Fulton Bank added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $11.5M increase.
- Fulton Bank's biggest Q3 2026 reduction was Apple, cutting an estimated $5.8M.
- Fulton Bank fully exited Bio-Techne in Q3 2026, selling an estimated $576K.
- Fulton Bank's ten largest holdings make up 28% of its $3.29B portfolio in Q3 2026.
- Fulton Bank opened 32 new positions and closed 43 in Q3 2026.
- Fulton Bank's portfolio value rose 0.49% quarter-over-quarter to $3.29B.
Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.