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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
IDOG icon
376
ALPS International Sector Dividend Dogs ETF
IDOG
$532M
$570K 0.02%
13,833
– –
OMF icon
377
OneMain Financial
OMF
$6.93B
$566K 0.02%
9,290
+41
+0.4% +$2.31K
CASY icon
378
Casey's General Stores
CASY
$31.8B
$563K 0.02%
708
-35
-5% -$28.2K
PSX icon
379
Phillips 66
PSX
$85.1B
$559K 0.02%
3,308
-682
-17% -$117K
VOE icon
380
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$558K 0.02%
2,824
– –
T icon
381
AT&T
T
$155B
$557K 0.02%
26,913
+5,209
+24% +$129K
FNB icon
382
FNB Corp
FNB
$6.8B
$548K 0.02%
28,721
-462
-2% -$8.22K
VONE icon
383
Vanguard Russell 1000 ETF
VONE
$8.29B
$547K 0.02%
1,616
-30
-2% -$9.84K
STT icon
384
State Street
STT
$50.4B
$547K 0.02%
3,227
-344
-10% -$53K
SDY icon
385
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$546K 0.02%
3,589
-450
-11% -$67K
TTI icon
386
TETRA Technologies
TTI
$1.35B
$545K 0.02%
48,119
+4,306
+10% +$42.2K
LSTR icon
387
Landstar System
LSTR
$7.27B
$542K 0.02%
2,620
+194
+8% +$37.1K
WWD icon
388
Woodward
WWD
$24.2B
$538K 0.02%
1,264
-2
-0.2% -$759
CWEN icon
389
Clearway Energy Class C
CWEN
$5.24B
$532K 0.02%
15,563
+1,200
+8% +$46.5K
BG icon
390
Bunge Global
BG
$23.6B
$530K 0.02%
4,966
+1,050
+27% +$129K
UPS icon
391
United Parcel Service
UPS
$98.9B
$529K 0.02%
4,919
+7
+0.1% +$728
FRPT icon
392
Freshpet
FRPT
$2.88B
$527K 0.02%
8,909
+2,068
+30% +$118K
AEP icon
393
American Electric Power
AEP
$71B
$523K 0.02%
3,825
+123
+3% +$16.2K
CNP icon
394
CenterPoint Energy
CNP
$27.9B
$523K 0.02%
11,865
+225
+2% +$9.64K
IWN icon
395
iShares Russell 2000 Value ETF
IWN
$14.5B
$522K 0.02%
2,362
– –
HOOD icon
396
Robinhood
HOOD
$95.5B
$522K 0.02%
5,202
+1,101
+27% +$92.2K
BMO icon
397
Bank of Montreal
BMO
$125B
$522K 0.02%
2,952
-4,347
-60% -$683K
IAU icon
398
iShares Gold Trust
IAU
$63.4B
$515K 0.02%
6,824
+1,082
+19% +$91.8K
PKG icon
399
Packaging Corp of America
PKG
$20.3B
$515K 0.02%
2,162
-10
-0.5% -$2.19K
ET icon
400
Energy Transfer Partners
ET
$69.7B
$511K 0.02%
26,719
– –
14 15
16
17 18

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BCI
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MWM
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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.