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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
LOGI icon
351
Logitech
LOGI
$14.8B
$613K 0.02%
6,515
+25
+0.4% +$2.6K
AGX icon
352
Argan
AGX
$8.49B
$608K 0.02%
762
– –
NTRA icon
353
Natera
NTRA
$38.3B
$608K 0.02%
2,239
-59
-3% -$12.6K
STE icon
354
Steris
STE
$20.6B
$607K 0.02%
2,881
+272
+10% +$58.3K
BMY icon
355
Bristol-Myers Squibb
BMY
$124B
$605K 0.02%
10,505
+1,811
+21% +$104K
SNDK
356
Sandisk
SNDK
$235B
$600K 0.02%
+264
New +$377K
RSP icon
357
Invesco S&P 500 Equal Weight ETF
RSP
$95.7B
$600K 0.02%
2,818
+185
+7% +$37.9K
EOG icon
358
EOG Resources
EOG
$76.4B
$599K 0.02%
4,618
+41
+0.9% +$5.58K
DOCN icon
359
DigitalOcean
DOCN
$16B
$597K 0.02%
+3,805
New +$515K
NSP icon
360
Insperity
NSP
$1.95B
$595K 0.02%
+14,407
New +$472K
INTU icon
361
Intuit
INTU
$79.3B
$594K 0.02%
2,277
-1,513
-40% -$527K
DASH icon
362
DoorDash
DASH
$81.9B
$593K 0.02%
3,213
+223
+7% +$36.9K
CPAY icon
363
Corpay
CPAY
$23.9B
$591K 0.02%
1,772
+167
+10% +$55.5K
SCHV
364
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$589K 0.02%
16,931
+152
+0.9% +$5.01K
TEL icon
365
TE Connectivity
TEL
$61B
$587K 0.02%
2,914
+273
+10% +$58.2K
RSPT icon
366
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.5B
$581K 0.02%
9,000
– –
STXF
367
Strive 500 ETF
STXF
$1.12B
$580K 0.02%
12,000
– –
WSC icon
368
WillScot Mobile Mini Holdings
WSC
$4.8B
$579K 0.02%
+20,061
New +$485K
RL icon
369
Ralph Lauren
RL
$22.8B
$577K 0.02%
1,437
+84
+6% +$31.3K
TECH icon
370
Bio-Techne
TECH
$11.2B
$576K 0.02%
8,152
+913
+13% +$49.3K
CVE icon
371
Cenovus Energy
CVE
$53.7B
$572K 0.02%
23,059
+261
+1% +$7.21K
TTWO icon
372
Take-Two Interactive
TTWO
$43.8B
$572K 0.02%
2,288
-336
-13% -$74.1K
KEYS icon
373
Keysight
KEYS
$56.1B
$572K 0.02%
1,633
-1,683
-51% -$574K
CMC icon
374
Commercial Metals
CMC
$7.49B
$571K 0.02%
9,104
+825
+10% +$58K
INSM icon
375
Insmed
INSM
$23.5B
$570K 0.02%
5,348
+10
+0.2% +$1.21K
13 14
15
16 17

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

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.