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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
ISRG icon
276
Intuitive Surgical
ISRG
$124B
$943K 0.03%
2,370
-495
-17% -$216K
XLU icon
277
State Street Utilities Select Sector SPDR ETF
XLU
$23.3B
$941K 0.03%
20,763
+2,895
+16% +$131K
RNR icon
278
RenaissanceRe
RNR
$13.7B
$911K 0.03%
2,875
+82
+3% +$24.6K
SCHD icon
279
Schwab US Dividend Equity ETF
SCHD
$100B
$910K 0.03%
28,694
+2,300
+9% +$73K
NVS icon
280
Novartis
NVS
$294B
$890K 0.03%
5,679
-155
-3% -$23.2K
TPR icon
281
Tapestry
TPR
$28.7B
$886K 0.03%
6,053
+2,829
+88% +$405K
DGX icon
282
Quest Diagnostics
DGX
$22.9B
$884K 0.03%
4,172
-102
-2% -$20K
LHX icon
283
L3Harris
LHX
$51.7B
$880K 0.03%
3,030
+287
+10% +$91.2K
EQT icon
284
EQT Corp
EQT
$31.1B
$871K 0.03%
16,389
+1,026
+7% +$57.6K
SNX icon
285
TD Synnex
SNX
$19.9B
$869K 0.03%
3,252
-367
-10% -$88.4K
WST icon
286
West Pharmaceutical
WST
$25.4B
$866K 0.03%
2,411
+226
+10% +$69.1K
ALLY icon
287
Ally Financial
ALLY
$13.6B
$865K 0.03%
18,832
-82
-0.4% -$3.56K
BSX icon
288
Boston Scientific
BSX
$64.2B
$863K 0.03%
20,215
+360
+2% +$19.5K
IDA icon
289
Idacorp
IDA
$8.08B
$860K 0.03%
5,683
+522
+10% +$75.2K
KGC icon
290
Kinross Gold
KGC
$28B
$860K 0.03%
36,396
-2,481
-6% -$72.9K
WMB icon
291
Williams Companies
WMB
$89.7B
$858K 0.03%
11,542
-646
-5% -$47.5K
UAL icon
292
United Airlines
UAL
$38.2B
$850K 0.03%
6,253
+988
+19% +$102K
FANG icon
293
Diamondback Energy
FANG
$56.2B
$850K 0.03%
4,834
+101
+2% +$19.6K
AMG icon
294
Affiliated Managers Group
AMG
$9B
$848K 0.03%
2,507
+667
+36% +$207K
LAD icon
295
Lithia Motors
LAD
$7.54B
$847K 0.03%
2,915
-121
-4% -$34.4K
FTAI icon
296
FTAI Aviation
FTAI
$21.6B
$845K 0.03%
3,123
+1,175
+60% +$296K
XLC icon
297
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$843K 0.03%
7,866
-554
-7% -$63.1K
NBIX icon
298
Neurocrine Biosciences
NBIX
$18B
$825K 0.03%
4,895
+243
+5% +$36.1K
ZTS icon
299
Zoetis
ZTS
$31.6B
$817K 0.03%
11,366
+652
+6% +$61.4K
LIN icon
300
Linde
LIN
$233B
$807K 0.02%
1,555
-54
-3% -$27.4K
10 11
12
13 14

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MWM
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EWA
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AFG
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FEG
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AIP
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NMERB
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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.