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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
ADI icon
351
Analog Devices
ADI
$172B
$520K 0.02%
1,917
+69
+4% +$17.3K
PSX icon
352
Phillips 66
PSX
$82.9B
$517K 0.02%
4,010
+59
+1% +$7.94K
TWLO icon
353
Twilio
TWLO
$28.6B
$516K 0.02%
3,631
+1,596
+78% +$198K
JKHY icon
354
Jack Henry & Associates
JKHY
$11.4B
$516K 0.02%
2,829
+399
+16% +$66.5K
STE icon
355
Steris
STE
$22.9B
$516K 0.02%
2,036
+98
+5% +$24.6K
YORW icon
356
York Water
YORW
$511M
$512K 0.02%
16,092
– –
DBRG icon
357
DigitalBridge
DBRG
$2.92B
$512K 0.02%
33,396
-2,718
-8% -$32.7K
VHT icon
358
Vanguard Health Care ETF
VHT
$18.5B
$510K 0.02%
1,771
+895
+102% +$250K
MGNI icon
359
Magnite
MGNI
$2.83B
$510K 0.02%
31,395
-242
-0.8% -$4.02K
VONE icon
360
Vanguard Russell 1000 ETF
VONE
$8.09B
$509K 0.02%
1,646
– –
VTV icon
361
Vanguard Morningstar Value ETF
VTV
$188B
$503K 0.02%
2,636
– –
VOE icon
362
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$501K 0.02%
2,824
-50
-2% -$8.75K
CNP icon
363
CenterPoint Energy
CNP
$28.3B
$500K 0.02%
13,048
+539
+4% +$21K
SDY icon
364
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$499K 0.02%
3,589
– –
ARES icon
365
Ares Management
ARES
$28.1B
$499K 0.02%
3,089
-15
-0.5% -$2.34K
FNB icon
366
FNB Corp
FNB
$6.76B
$499K 0.02%
29,183
-4,829
-14% -$78.9K
SCHV
367
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$497K 0.02%
+16,779
New +$490K
MNDY icon
368
monday.com
MNDY
$3.82B
$495K 0.02%
3,356
-180
-5% -$30.3K
RSG icon
369
Republic Services
RSG
$67.4B
$488K 0.02%
2,303
+28
+1% +$6.03K
WST icon
370
West Pharmaceutical
WST
$23.7B
$487K 0.02%
1,770
+316
+22% +$86.4K
CWEN icon
371
Clearway Energy Class C
CWEN
$4.79B
$483K 0.02%
14,529
+761
+6% +$25.3K
CYBR
372
DELISTED
CyberArk
CYBR
$483K 0.02%
1,082
-158
-13% -$76K
NKE icon
373
Nike
NKE
$64.1B
$481K 0.02%
7,552
-668
-8% -$43.5K
SNPS icon
374
Synopsys
SNPS
$71.6B
$481K 0.02%
1,023
-523
-34% -$232K
EOG icon
375
EOG Resources
EOG
$77.7B
$471K 0.02%
4,484
-502
-10% -$53.9K
13 14
15
16 17

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BCI
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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
HIMC
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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.