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
+4.65%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
-$36M
Cap. Flow %
-1.26%
Top 10 Hldgs %
31.09%
Holding
697
New
31
Increased
195
Reduced
362
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.03M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.96M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.34M
4
STLD icon
Steel Dynamics
STLD
+$1.09M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.56M
2
KLAC icon
KLA
KLAC
+$1.99M
3
AVGO icon
Broadcom
AVGO
+$1.73M
4
ORCL icon
Oracle
ORCL
+$1.45M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

Rank Sector Weight
1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
376
Interactive Brokers
IBKR
$40.5B
$447K 0.02%
6,502
-1,822
-22% -$115K
CHRW icon
377
C.H. Robinson
CHRW
$20B
$444K 0.02%
3,350
+134
+4% +$15.7K
TECH icon
378
Bio-Techne
TECH
$11.2B
$436K 0.02%
7,846
+448
+6% +$24K
TENB icon
379
Tenable Holdings
TENB
$3.46B
$429K 0.02%
14,723
+4,463
+43% +$139K
IVE icon
380
iShares S&P 500 Value ETF
IVE
$49.6B
$429K 0.02%
2,077
+481
+30% +$96.6K
APD icon
381
Air Products & Chemicals
APD
$65.2B
$424K 0.01%
1,555
-14
-0.9% -$4.05K
DBRG icon
382
DigitalBridge
DBRG
$2.93B
$423K 0.01%
36,114
+2,893
+9% +$32.3K
FIX icon
383
Comfort Systems
FIX
$57.2B
$417K 0.01%
+505
New +$342K
MSI icon
384
Motorola Solutions
MSI
$73.1B
$415K 0.01%
907
+34
+4% +$15.3K
FIS icon
385
Fidelity National Information Services
FIS
$23.2B
$411K 0.01%
6,239
-2,748
-31% -$200K
IAU icon
386
iShares Gold Trust
IAU
$62.5B
$407K 0.01%
5,595
+25
+0.4% +$1.63K
HQY icon
387
HealthEquity
HQY
$8.46B
$407K 0.01%
+4,296
New +$404K
VRTX icon
388
Vertex Pharmaceuticals
VRTX
$124B
$401K 0.01%
1,024
+177
+21% +$74K
EFG icon
389
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$397K 0.01%
+3,487
New +$389K
IWS icon
390
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$397K 0.01%
2,839
– –
GPK icon
391
Graphic Packaging
GPK
$3.45B
$396K 0.01%
20,241
-5,577
-22% -$121K
EW icon
392
Edwards Lifesciences
EW
$48.2B
$395K 0.01%
5,080
-416
-8% -$32.5K
SRE icon
393
Sempra
SRE
$59.2B
$394K 0.01%
4,380
-29
-0.7% -$2.35K
SF
394
Stifel
SF
$12.8B
$393K 0.01%
5,196
-510
-9% -$38.2K
CDNS icon
395
Cadence Design Systems
CDNS
$95.1B
$390K 0.01%
1,111
-13
-1% -$4.47K
IJS icon
396
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$389K 0.01%
3,518
+275
+8% +$29.2K
CWEN icon
397
Clearway Energy Class C
CWEN
$4.9B
$389K 0.01%
13,768
-116
-0.8% -$3.51K
EQIX icon
398
Equinix
EQIX
$102B
$388K 0.01%
496
-53
-10% -$41.4K
CMCSA icon
399
Comcast
CMCSA
$85.8B
$388K 0.01%
12,352
-1,025
-8% -$34.4K
CMS icon
400
CMS Energy
CMS
$23B
$382K 0.01%
5,218
-258
-5% -$18.5K
14 15
16
17 18

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 Q3 2025 Portfolio in Review

As of Q3 2025, Fulton Bank held 697 positions worth $2.86B, up 5.7% from $2.71B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q3 2025 filing shows 31 new, 195 increased, 362 reduced and 30 closed positions. Its largest new stake was Steel Dynamics: 8,334 shares worth $1.16M. The largest sale was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $5.56M.

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 Q3 2025 buy was Steel Dynamics: 8,334 shares worth $1.16M.
  • Fulton Bank added most to Dimensional US High Profitability ETF in Q3 2025, an estimated $5.03M increase.
  • Fulton Bank's biggest Q3 2025 reduction was KLA, cutting an estimated $1.99M.
  • Fulton Bank fully exited Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025, selling an estimated $5.56M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.86B portfolio in Q3 2025.
  • Fulton Bank opened 31 new positions and closed 30 in Q3 2025.
  • Fulton Bank's portfolio value rose 5.7% quarter-over-quarter to $2.86B.

Based on Fulton Bank's 13F filing for Q3 2025, filed 21 Oct 2025.