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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.84B
AUM Growth
-$56.9M
Cap. Flow
+$30.6M
Cap. Flow %
1.08%
Top 10 Hldgs %
29.88%
Holding
696
New
28
Increased
268
Reduced
272
Closed
40

Top Buys

Rank Stock Value
1
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$6.52M
2
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$6.01M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.33M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.24M
5
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
+$3.14M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$2.54M
2
JNJ icon
Johnson & Johnson
JNJ
+$2.44M
3
GSK icon
GSK
GSK
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AEP icon
American Electric Power
AEP
+$1.37M

Sector Composition

Rank Sector Weight
1 Technology 11.42%
2 Financials 5.21%
3 Communication Services 3.71%
4 Consumer Discretionary 3.61%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
226
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$1.08M 0.04%
8,446
+975
+13% +$132K
CRH icon
227
CRH
CRH
$69.1B
$1.08M 0.04%
10,280
+533
+5% +$62.6K
J icon
228
Jacobs Solutions
J
$16.6B
$1.07M 0.04%
8,411
-70
-0.8% -$9.52K
ACWX icon
229
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$1.07M 0.04%
+15,609
New +$1.1M
VIG icon
230
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.06M 0.04%
4,913
– –
NOW icon
231
ServiceNow
NOW
$114B
$1.05M 0.04%
10,081
-1,466
-13% -$172K
MAR icon
232
Marriott International
MAR
$101B
$1.04M 0.04%
3,171
+40
+1% +$13.2K
VXUS icon
233
Vanguard Total International Stock ETF
VXUS
$153B
$1.03M 0.04%
13,408
-35
-0.3% -$2.78K
IQV icon
234
IQVIA
IQV
$40B
$1.01M 0.04%
5,943
+474
+9% +$92.5K
TXRH icon
235
Texas Roadhouse
TXRH
$13.5B
$1.01M 0.04%
6,112
-97
-2% -$17.4K
ULTA icon
236
Ulta Beauty
ULTA
$21.6B
$1.01M 0.04%
1,923
-23
-1% -$14.6K
DGRW icon
237
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$1M 0.04%
11,409
-836
-7% -$76K
BX icon
238
Blackstone
BX
$107B
$997K 0.04%
8,673
-1,386
-14% -$180K
TT icon
239
Trane Technologies
TT
$104B
$995K 0.04%
2,388
+51
+2% +$21.7K
LYV icon
240
Live Nation Entertainment
LYV
$42.1B
$992K 0.04%
6,506
+1,612
+33% +$244K
BMO icon
241
Bank of Montreal
BMO
$127B
$988K 0.03%
7,299
-2,802
-28% -$389K
SCHW
242
Charles Schwab
SCHW
$184B
$985K 0.03%
10,483
+192
+2% +$18.8K
VGT icon
243
Vanguard Information Technology ETF
VGT
$136B
$984K 0.03%
11,280
– –
SLB icon
244
SLB Ltd
SLB
$74.2B
$982K 0.03%
19,110
+4,570
+31% +$222K
EQT icon
245
EQT Corp
EQT
$32.3B
$978K 0.03%
15,363
-1,189
-7% -$69.7K
ENTG icon
246
Entegris
ENTG
$18B
$977K 0.03%
8,331
+51
+0.6% +$6.03K
DY icon
247
Dycom Industries
DY
$12.1B
$976K 0.03%
2,881
-421
-13% -$158K
WM icon
248
Waste Management
WM
$96.1B
$973K 0.03%
4,236
+29
+0.7% +$6.66K
CSX icon
249
CSX Corp
CSX
$94.2B
$955K 0.03%
23,260
+278
+1% +$10.9K
QQQE icon
250
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$949K 0.03%
9,627
– –
8 9
10
11 12

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q1 2026 Portfolio in Review

As of Q1 2026, Fulton Bank held 696 positions worth $2.84B, down 2% from $2.89B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2026 filing shows 28 new, 268 increased, 272 reduced and 40 closed positions. Its largest new stake was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M. The largest sale was KLA, an estimated $2.54M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q1 2026 buy was JPMorgan International Research Enhanced Equity ETF: 83,493 shares worth $6.32M.
  • Fulton Bank added most to iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026, an estimated $6.01M increase.
  • Fulton Bank's biggest Q1 2026 reduction was KLA, cutting an estimated $2.54M.
  • Fulton Bank fully exited Diageo in Q1 2026, selling an estimated $956K.
  • Fulton Bank's ten largest holdings make up 30% of its $2.84B portfolio in Q1 2026.
  • Fulton Bank opened 28 new positions and closed 40 in Q1 2026.
  • Fulton Bank's portfolio value fell 2% quarter-over-quarter to $2.84B.

Based on Fulton Bank's 13F filing for Q1 2026, filed 24 Apr 2026.