We are live on ! Find out more
FB

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
RDNT icon
351
RadNet
RDNT
$4.98B
$516K 0.02%
9,235
-115
-1% -$7.85K
ET icon
352
Energy Transfer Partners
ET
$69.5B
$516K 0.02%
26,719
-1,000
-4% -$18.3K
ALNY icon
353
Alnylam Pharmaceuticals
ALNY
$38.3B
$513K 0.02%
1,549
+119
+8% +$40.5K
SCHV
354
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$512K 0.02%
16,779
– –
AMG icon
355
Affiliated Managers Group
AMG
$9.51B
$509K 0.02%
1,840
+578
+46% +$174K
CMC icon
356
Commercial Metals
CMC
$7.53B
$509K 0.02%
8,279
-102
-1% -$7.37K
IAU icon
357
iShares Gold Trust
IAU
$62.8B
$506K 0.02%
5,742
+147
+3% +$13.5K
RSP icon
358
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$505K 0.02%
2,633
+803
+44% +$159K
STXF
359
Strive 500 ETF
STXF
$1.09B
$504K 0.02%
12,000
– –
RSG icon
360
Republic Services
RSG
$67.4B
$503K 0.02%
2,298
-5
-0.2% -$1.1K
CNP icon
361
CenterPoint Energy
CNP
$28.3B
$502K 0.02%
11,640
-1,408
-11% -$58.1K
ADP icon
362
Automatic Data Processing
ADP
$109B
$499K 0.02%
2,454
+5
+0.2% +$1.15K
BG icon
363
Bunge Global
BG
$20.9B
$498K 0.02%
3,916
+834
+27% +$96.8K
PLNT icon
364
Planet Fitness
PLNT
$4.45B
$498K 0.02%
6,694
-717
-10% -$63K
OMF icon
365
OneMain Financial
OMF
$7.27B
$495K 0.02%
9,249
-295
-3% -$17.5K
FSS icon
366
Federal Signal
FSS
$6.82B
$492K 0.02%
4,546
+1,252
+38% +$142K
YORW icon
367
York Water
YORW
$511M
$490K 0.02%
16,092
– –
PRMB
368
Primo Brands
PRMB
$8.35B
$490K 0.02%
26,018
+1,707
+7% +$33K
FNB icon
369
FNB Corp
FNB
$6.76B
$488K 0.02%
29,183
– –
VONE icon
370
Vanguard Russell 1000 ETF
VONE
$8.09B
$486K 0.02%
1,646
– –
AEP icon
371
American Electric Power
AEP
$70.4B
$485K 0.02%
3,702
-10,955
-75% -$1.37M
UAL icon
372
United Airlines
UAL
$38.8B
$485K 0.02%
5,265
+1,626
+45% +$170K
UPS icon
373
United Parcel Service
UPS
$88.9B
$483K 0.02%
4,912
-1,953
-28% -$209K
VHT icon
374
Vanguard Health Care ETF
VHT
$18.5B
$482K 0.02%
1,771
– –
FTAI icon
375
FTAI Aviation
FTAI
$20.2B
$477K 0.02%
+1,948
New +$516K
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
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
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 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.