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Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Technology 12.94%
2 Financials 5.07%
3 Industrials 3.81%
4 Communication Services 3.64%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRH icon
226
CRH
CRH
$66.8B
$1.34M 0.04%
12,554
+2,274
+22% +$250K
EME icon
227
Emcor
EME
$33.8B
$1.32M 0.04%
1,587
-135
-8% -$114K
MDLZ icon
228
Mondelez International
MDLZ
$76.8B
$1.32M 0.04%
22,757
-676
-3% -$40.7K
JTEK icon
229
JPMorgan US Tech Leaders ETF
JTEK
$4.3B
$1.32M 0.04%
+11,795
New +$1.17M
REGN icon
230
Regeneron Pharmaceuticals
REGN
$70.4B
$1.3M 0.04%
2,081
-159
-7% -$108K
MCHP icon
231
Microchip Technology
MCHP
$45.1B
$1.29M 0.04%
14,190
+1,242
+10% +$111K
GD icon
232
General Dynamics
GD
$100B
$1.28M 0.04%
3,612
+105
+3% +$36K
HSY icon
233
Hershey
HSY
$34.6B
$1.25M 0.04%
7,119
+5,507
+342% +$1.04M
IWP icon
234
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$1.24M 0.04%
8,446
– –
ICE icon
235
Intercontinental Exchange
ICE
$78.8B
$1.23M 0.04%
10,023
+365
+4% +$54.8K
LYV icon
236
Live Nation Entertainment
LYV
$41.3B
$1.23M 0.04%
6,737
+231
+4% +$38K
FIX icon
237
Comfort Systems
FIX
$62.6B
$1.23M 0.04%
621
+18
+3% +$32.7K
BWXT icon
238
BWX Technologies
BWXT
$15.8B
$1.2M 0.04%
6,186
+213
+4% +$44.4K
ACWX icon
239
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$1.19M 0.04%
15,609
– –
XEL icon
240
Xcel Energy
XEL
$49B
$1.18M 0.04%
14,726
-6,764
-31% -$540K
IQV icon
241
IQVIA
IQV
$33.6B
$1.18M 0.04%
6,118
+175
+3% +$30.5K
TXRH icon
242
Texas Roadhouse
TXRH
$12.8B
$1.18M 0.04%
6,100
-12
-0.2% -$2.04K
NEM icon
243
Newmont
NEM
$98.6B
$1.18M 0.04%
12,585
-904
-7% -$98.5K
GLW icon
244
Corning
GLW
$140B
$1.17M 0.04%
4,597
+102
+2% +$18.6K
FCX icon
245
Freeport-McMoran
FCX
$89.9B
$1.17M 0.04%
18,663
+205
+1% +$13.2K
TT icon
246
Trane Technologies
TT
$104B
$1.17M 0.04%
2,380
-8
-0.3% -$3.74K
RS icon
247
Reliance Steel & Aluminium
RS
$19.7B
$1.17M 0.04%
3,124
+147
+5% +$53.7K
MMM icon
248
3M
MMM
$88.8B
$1.17M 0.04%
7,203
-1,036
-13% -$157K
TD icon
249
Toronto Dominion Bank
TD
$199B
$1.16M 0.04%
9,585
– –
CSX icon
250
CSX Corp
CSX
$92.9B
$1.15M 0.04%
24,155
+895
+4% +$40.4K
8 9
10
11 12

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BCI
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MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AFG
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PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
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AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return

Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.