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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
TER icon
276
Teradyne
TER
$50.2B
$830K 0.03%
2,801
-467
-14% -$130K
RNR icon
277
RenaissanceRe
RNR
$13.9B
$830K 0.03%
2,793
-26
-0.9% -$7.54K
MTSI icon
278
MACOM Technology Solutions
MTSI
$19B
$828K 0.03%
3,728
-1,195
-24% -$267K
XLU icon
279
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$820K 0.03%
17,868
+4,936
+38% +$221K
CFR icon
280
Cullen/Frost Bankers
CFR
$10.5B
$813K 0.03%
5,931
-82
-1% -$11.3K
PH icon
281
Parker-Hannifin
PH
$125B
$811K 0.03%
906
+110
+14% +$104K
SCHD icon
282
Schwab US Dividend Equity ETF
SCHD
$104B
$810K 0.03%
26,394
– –
VWO icon
283
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$803K 0.03%
14,852
+469
+3% +$26.3K
LIN icon
284
Linde
LIN
$236B
$798K 0.03%
1,609
+7
+0.4% +$3.3K
QCOM icon
285
Qualcomm
QCOM
$172B
$782K 0.03%
6,072
-309
-5% -$45.1K
CB icon
286
Chubb
CB
$141B
$782K 0.03%
2,398
+63
+3% +$20.2K
HLI icon
287
Houlihan Lokey
HLI
$10.2B
$779K 0.03%
5,425
-262
-5% -$43.1K
CL icon
288
Colgate-Palmolive
CL
$74.2B
$779K 0.03%
9,136
+1,223
+15% +$109K
CTRA
289
DELISTED
Coterra Energy
CTRA
$771K 0.03%
21,939
-176
-0.8% -$5.29K
PFG icon
290
Principal Financial Group
PFG
$24.5B
$769K 0.03%
+8,531
New +$780K
HLT icon
291
Hilton Worldwide
HLT
$72.6B
$766K 0.03%
2,520
+533
+27% +$162K
LAD icon
292
Lithia Motors
LAD
$8.17B
$758K 0.03%
3,036
-431
-12% -$128K
IWO icon
293
iShares Russell 2000 Growth ETF
IWO
$14.4B
$750K 0.03%
2,389
+177
+8% +$58.9K
ALLY icon
294
Ally Financial
ALLY
$13.4B
$742K 0.03%
18,914
+82
+0.4% +$3.38K
MKSI icon
295
MKS Inc
MKSI
$19.3B
$742K 0.03%
3,228
-690
-18% -$156K
IDA icon
296
Idacorp
IDA
$8.24B
$738K 0.03%
5,161
-68
-1% -$9.33K
NSC icon
297
Norfolk Southern
NSC
$76.1B
$737K 0.03%
2,568
-43
-2% -$12.8K
APO icon
298
Apollo Global Management
APO
$71.9B
$736K 0.03%
6,605
-207
-3% -$25.7K
PSX icon
299
Phillips 66
PSX
$82.5B
$727K 0.03%
3,990
-20
-0.5% -$3.13K
FTI icon
300
TechnipFMC
FTI
$28.9B
$718K 0.03%
10,383
-1,898
-15% -$114K
10 11
12
13 14

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.