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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
WAT icon
251
Waters Corp
WAT
$36.1B
$1.14M 0.04%
3,053
+10
+0.3% +$3.41K
CWI icon
252
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$1.14M 0.03%
27,965
+10,965
+65% +$435K
VXUS icon
253
Vanguard Total International Stock ETF
VXUS
$155B
$1.13M 0.03%
13,197
-211
-2% -$17.7K
RJF icon
254
Raymond James Financial
RJF
$32.7B
$1.12M 0.03%
7,399
-278
-4% -$42.2K
PH icon
255
Parker-Hannifin
PH
$121B
$1.12M 0.03%
1,147
+241
+27% +$221K
QQQE icon
256
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.36B
$1.12M 0.03%
9,153
-474
-5% -$53.5K
VIG icon
257
Vanguard Dividend Appreciation ETF
VIG
$110B
$1.11M 0.03%
4,678
-235
-5% -$54K
J icon
258
Jacobs Solutions
J
$15.3B
$1.1M 0.03%
8,745
+334
+4% +$41.1K
RKLB icon
259
Rocket Lab Corp
RKLB
$43.2B
$1.1M 0.03%
10,820
– –
QCOM icon
260
Qualcomm
QCOM
$183B
$1.09M 0.03%
5,905
-167
-3% -$31.2K
CL icon
261
Colgate-Palmolive
CL
$72.4B
$1.09M 0.03%
11,885
+2,749
+30% +$241K
CLH icon
262
Clean Harbors
CLH
$16.1B
$1.05M 0.03%
3,509
+270
+8% +$79.8K
PFG icon
263
Principal Financial Group
PFG
$23.7B
$1.04M 0.03%
9,665
+1,134
+13% +$115K
BX icon
264
Blackstone
BX
$152B
$1.04M 0.03%
8,847
+174
+2% +$20.9K
CFR icon
265
Cullen/Frost Bankers
CFR
$10.2B
$1.04M 0.03%
6,715
+784
+13% +$111K
TRMB icon
266
Trimble
TRMB
$12.1B
$1.03M 0.03%
20,063
+10,023
+100% +$592K
WDC icon
267
Western Digital
WDC
$189B
$1M 0.03%
+1,566
New +$761K
SLB icon
268
SLB Ltd
SLB
$69.7B
$993K 0.03%
21,358
+2,248
+12% +$120K
NDSN icon
269
Nordson
NDSN
$16.2B
$993K 0.03%
3,290
-22
-0.7% -$6.24K
ALL icon
270
Allstate
ALL
$64.8B
$983K 0.03%
4,131
-88
-2% -$19.1K
A icon
271
Agilent Technologies
A
$37.5B
$977K 0.03%
7,353
+19
+0.3% +$2.31K
WM icon
272
Waste Management
WM
$93.6B
$974K 0.03%
4,369
+133
+3% +$29.6K
NOW icon
273
ServiceNow
NOW
$105B
$968K 0.03%
9,749
-332
-3% -$32.9K
IWO icon
274
iShares Russell 2000 Growth ETF
IWO
$14.9B
$952K 0.03%
2,417
+28
+1% +$10.2K
VWO icon
275
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$946K 0.03%
15,853
+1,001
+7% +$58.8K
9 10
11
12 13

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

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.