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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
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
326
Prudential Financial
PRU
$43.1B
$607K 0.02%
5,380
+22
+0.4% +$2.36K
EFG icon
327
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$607K 0.02%
5,327
+1,840
+53% +$211K
TEL icon
328
TE Connectivity
TEL
$61.3B
$606K 0.02%
2,665
-264
-9% -$61.1K
HWM icon
329
Howmet Aerospace
HWM
$112B
$590K 0.02%
2,879
-659
-19% -$131K
CTRA
330
DELISTED
Coterra Energy
CTRA
$582K 0.02%
22,115
+630
+3% +$15.9K
NBIX icon
331
Neurocrine Biosciences
NBIX
$18.3B
$580K 0.02%
4,092
+448
+12% +$64.9K
CMC icon
332
Commercial Metals
CMC
$7.65B
$580K 0.02%
8,381
+102
+1% +$6.38K
MTB icon
333
M&T Bank
MTB
$36.5B
$575K 0.02%
2,856
-6
-0.2% -$1.15K
HLT icon
334
Hilton Worldwide
HLT
$72.1B
$571K 0.02%
1,987
+22
+1% +$5.99K
ALNY icon
335
Alnylam Pharmaceuticals
ALNY
$38.5B
$569K 0.02%
1,430
-114
-7% -$50.5K
RH icon
336
RH
RH
$3.26B
$565K 0.02%
3,155
+2,024
+179% +$346K
SPGI icon
337
S&P Global
SPGI
$124B
$564K 0.02%
1,079
+104
+11% +$51.5K
SLB icon
338
SLB Ltd
SLB
$74.5B
$558K 0.02%
14,540
+1,113
+8% +$40.3K
IJT icon
339
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.18B
$558K 0.02%
3,952
+119
+3% +$16.8K
FIX icon
340
Comfort Systems
FIX
$54.8B
$555K 0.02%
595
+90
+18% +$83.1K
XLU icon
341
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$552K 0.02%
12,932
+1,666
+15% +$73.8K
SNX icon
342
TD Synnex
SNX
$19.9B
$550K 0.02%
3,663
+104
+3% +$16K
FTI icon
343
TechnipFMC
FTI
$29.1B
$547K 0.02%
12,281
+408
+3% +$17.2K
SPSM icon
344
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$543K 0.02%
11,587
+4,443
+62% +$207K
CBSH icon
345
Commerce Bancshares
CBSH
$8.7B
$535K 0.02%
10,228
+379
+4% +$19.8K
IDOG icon
346
ALPS International Sector Dividend Dogs ETF
IDOG
$545M
$533K 0.02%
+13,833
New +$516K
T icon
347
AT&T
T
$168B
$533K 0.02%
21,457
-2,091
-9% -$52.9K
ETR icon
348
Entergy
ETR
$51.6B
$531K 0.02%
5,740
+214
+4% +$20.3K
STXF
349
Strive 500 ETF
STXF
$1.1B
$529K 0.02%
12,000
– –
NTRA icon
350
Natera
NTRA
$35.9B
$525K 0.02%
2,290
-777
-25% -$162K
12 13
14
15 16

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

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

  • Fulton Bank's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.