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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
SYY icon
301
Sysco
SYY
$40.8B
$710K 0.03%
9,957
+240
+2% +$19.8K
VTHR icon
302
Vanguard Russell 3000 ETF
VTHR
$4.62B
$707K 0.02%
+2,458
New +$739K
AME icon
303
Ametek
AME
$54.6B
$695K 0.02%
3,243
-18
-0.6% -$4K
RKLB icon
304
Rocket Lab Corp
RKLB
$39.3B
$695K 0.02%
10,820
– –
FEZ icon
305
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$688K 0.02%
11,085
+125
+1% +$8.19K
AZO icon
306
AutoZone
AZO
$51.2B
$686K 0.02%
203
-97
-32% -$348K
ITT icon
307
ITT
ITT
$17.2B
$675K 0.02%
3,545
+9
+0.3% +$1.71K
EMR icon
308
Emerson Electric
EMR
$83.6B
$671K 0.02%
5,121
-2,095
-29% -$301K
HWM icon
309
Howmet Aerospace
HWM
$112B
$667K 0.02%
2,896
+17
+0.6% +$3.96K
ETR icon
310
Entergy
ETR
$51.9B
$663K 0.02%
5,902
+162
+3% +$16.3K
LH icon
311
Labcorp
LH
$25.7B
$663K 0.02%
2,484
+52
+2% +$14.1K
EOG icon
312
EOG Resources
EOG
$77.1B
$662K 0.02%
4,577
+93
+2% +$11.3K
TXT icon
313
Textron
TXT
$15.4B
$659K 0.02%
7,521
-28
-0.4% -$2.61K
TRMB icon
314
Trimble
TRMB
$13.7B
$655K 0.02%
10,040
-23
-0.2% -$1.6K
PGR icon
315
Progressive
PGR
$128B
$651K 0.02%
3,285
+431
+15% +$89K
SPYG icon
316
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50B
$647K 0.02%
6,607
– –
BJ icon
317
BJs Wholesale Club
BJ
$12.7B
$642K 0.02%
6,524
+1,332
+26% +$128K
CBU icon
318
Community Bank
CBU
$3.38B
$639K 0.02%
10,892
-431
-4% -$26.4K
DECK icon
319
Deckers Outdoor
DECK
$13.9B
$632K 0.02%
6,311
+316
+5% +$33.9K
T icon
320
AT&T
T
$167B
$629K 0.02%
21,704
+247
+1% +$6.6K
INTC icon
321
Intel
INTC
$430B
$627K 0.02%
14,213
-2,381
-14% -$109K
IVW icon
322
iShares S&P 500 Growth ETF
IVW
$71.3B
$626K 0.02%
5,534
– –
CWI icon
323
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.72B
$622K 0.02%
17,000
– –
AON icon
324
Aon
AON
$80.3B
$616K 0.02%
1,909
+53
+3% +$17.6K
NBIX icon
325
Neurocrine Biosciences
NBIX
$18.2B
$613K 0.02%
4,652
+560
+14% +$74.3K
11 12
13
14 15

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.