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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
GLW icon
326
Corning
GLW
$111B
$611K 0.02%
4,495
– –
SNX icon
327
TD Synnex
SNX
$19.8B
$611K 0.02%
3,619
-44
-1% -$6.93K
ADI icon
328
Analog Devices
ADI
$176B
$609K 0.02%
1,915
-2
-0.1% -$636
EA icon
329
Electronic Arts
EA
$52.3B
$606K 0.02%
2,973
-5,388
-64% -$1.09M
CVE icon
330
Cenovus Energy
CVE
$54.2B
$605K 0.02%
22,798
+5,312
+30% +$113K
LOGI icon
331
Logitech
LOGI
$15.1B
$591K 0.02%
6,490
-198
-3% -$18.2K
MTB icon
332
M&T Bank
MTB
$36.4B
$590K 0.02%
2,856
– –
SDY icon
333
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$589K 0.02%
4,039
+450
+13% +$67.1K
MRSH
334
Marsh
MRSH
$93.2B
$582K 0.02%
3,353
-294
-8% -$52.9K
STE icon
335
Steris
STE
$22.8B
$577K 0.02%
2,609
+573
+28% +$140K
IDOG icon
336
ALPS International Sector Dividend Dogs ETF
IDOG
$545M
$576K 0.02%
13,833
– –
IJT icon
337
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.24B
$572K 0.02%
3,952
– –
SPSM icon
338
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$566K 0.02%
11,720
+133
+1% +$6.58K
SPOT icon
339
Spotify
SPOT
$105B
$565K 0.02%
1,166
-95
-8% -$47.7K
CWEN icon
340
Clearway Energy Class C
CWEN
$4.86B
$564K 0.02%
14,363
-166
-1% -$6.2K
TEL icon
341
TE Connectivity
TEL
$61.5B
$552K 0.02%
2,641
-24
-0.9% -$5.3K
WST icon
342
West Pharmaceutical
WST
$23.6B
$548K 0.02%
2,185
+415
+23% +$103K
HQY icon
343
HealthEquity
HQY
$8.58B
$545K 0.02%
6,526
+1,389
+27% +$114K
YETI icon
344
Yeti Holdings
YETI
$3.85B
$543K 0.02%
14,853
-700
-5% -$30.8K
CASY icon
345
Casey's General Stores
CASY
$32.4B
$541K 0.02%
743
+125
+20% +$81.4K
PRU icon
346
Prudential Financial
PRU
$43B
$530K 0.02%
5,423
+43
+0.8% +$4.45K
BMY icon
347
Bristol-Myers Squibb
BMY
$130B
$527K 0.02%
8,694
+241
+3% +$14K
VOE icon
348
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$520K 0.02%
2,824
– –
TTWO icon
349
Take-Two Interactive
TTWO
$46.5B
$518K 0.02%
2,624
+23
+0.9% +$5K
VTV icon
350
Vanguard Value ETF
VTV
$190B
$517K 0.02%
2,636
– –
12 13
14
15 16

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.