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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
-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
CBSH icon
376
Commerce Bancshares
CBSH
$8.75B
$475K 0.02%
9,652
-576
-6% -$29.9K
CPAY icon
377
Corpay
CPAY
$25.6B
$467K 0.02%
1,605
+168
+12% +$53.8K
RL icon
378
Ralph Lauren
RL
$22.1B
$465K 0.02%
1,353
-731
-35% -$260K
SPGI icon
379
S&P Global
SPGI
$124B
$465K 0.02%
1,094
+15
+1% +$6.96K
JKHY icon
380
Jack Henry & Associates
JKHY
$11.5B
$465K 0.02%
2,943
+114
+4% +$19.5K
PKG icon
381
Packaging Corp of America
PKG
$22.2B
$461K 0.02%
2,172
+1
+0% +$223
NTRA icon
382
Natera
NTRA
$35.7B
$460K 0.02%
2,298
+8
+0.3% +$1.72K
AVLV icon
383
Avantis US Large Cap Value ETF
AVLV
$17.9B
$459K 0.02%
+5,693
New +$462K
TWLO icon
384
Twilio
TWLO
$28.7B
$458K 0.02%
3,643
+12
+0.3% +$1.48K
TPR icon
385
Tapestry
TPR
$29.9B
$455K 0.02%
3,224
+58
+2% +$8.22K
WWD icon
386
Woodward
WWD
$23.3B
$453K 0.02%
1,266
+8
+0.6% +$2.88K
STT icon
387
State Street
STT
$48.9B
$452K 0.02%
3,571
-16
-0.4% -$2.05K
CMS icon
388
CMS Energy
CMS
$23.1B
$451K 0.02%
5,813
+332
+6% +$24.6K
MRVL icon
389
Marvell Technology
MRVL
$147B
$450K 0.02%
+4,543
New +$382K
DASH icon
390
DoorDash
DASH
$84.7B
$449K 0.02%
2,990
-283
-9% -$52.3K
IWN icon
391
iShares Russell 2000 Value ETF
IWN
$14.4B
$448K 0.02%
2,362
-64
-3% -$12.4K
ASML icon
392
ASML
ASML
$590B
$446K 0.02%
338
+2
+0.6% +$2.74K
ON icon
393
ON Semiconductor
ON
$31.1B
$444K 0.02%
+7,178
New +$450K
DBRG icon
394
DigitalBridge
DBRG
$2.93B
$426K 0.02%
27,622
-5,774
-17% -$88.9K
GGG icon
395
Graco
GGG
$13.2B
$425K 0.02%
+5,021
New +$445K
IJS icon
396
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$417K 0.01%
3,518
– –
AGX icon
397
Argan
AGX
$6.88B
$415K 0.01%
762
+112
+17% +$45.7K
IWS icon
398
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$414K 0.01%
2,839
– –
POOL icon
399
Pool Corp
POOL
$7.08B
$413K 0.01%
2,043
+317
+18% +$74.7K
IVE icon
400
iShares S&P 500 Value ETF
IVE
$49.3B
$408K 0.01%
1,931
– –
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 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.