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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
EFG icon
426
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$435K 0.01%
3,497
-4
-0.1% -$482
SI
427
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$433K 0.01%
+2,692
New +$433K
SPG icon
428
Simon Property Group
SPG
$73.6B
$431K 0.01%
1,928
– –
SAP icon
429
SAP
SAP
$181B
$428K 0.01%
2,779
+1,574
+131% +$268K
IVE icon
430
iShares S&P 500 Value ETF
IVE
$48.8B
$424K 0.01%
1,868
-63
-3% -$14.1K
ACWI icon
431
iShares MSCI ACWI ETF
ACWI
$33.1B
$422K 0.01%
2,686
– –
SFM icon
432
Sprouts Farmers Market
SFM
$6.99B
$419K 0.01%
4,951
+328
+7% +$26.5K
NBIS
433
Nebius Group N.V.
NBIS
$54.5B
$416K 0.01%
+1,508
New +$299K
SNPS icon
434
Synopsys
SNPS
$74.4B
$416K 0.01%
933
-22
-2% -$10.3K
SCHG icon
435
Schwab US Large-Cap Growth ETF
SCHG
$60B
$414K 0.01%
12,244
– –
TDG icon
436
TransDigm Group
TDG
$67.4B
$412K 0.01%
309
-7
-2% -$8.6K
NRG icon
437
NRG Energy
NRG
$27.9B
$411K 0.01%
2,814
+46
+2% +$6.62K
SHEL icon
438
Shell
SHEL
$241B
$411K 0.01%
5,300
+1,349
+34% +$116K
AZO icon
439
AutoZone
AZO
$49.1B
$409K 0.01%
128
-75
-37% -$249K
OSIS icon
440
OSI Systems
OSIS
$3.46B
$408K 0.01%
+1,866
New +$457K
SPYM
441
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$407K 0.01%
4,626
+1,307
+39% +$112K
IJS icon
442
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$404K 0.01%
2,958
-560
-16% -$72.2K
PFGC icon
443
Performance Food Group
PFGC
$17.3B
$403K 0.01%
3,606
+53
+1% +$5.04K
SCHF icon
444
Schwab International Equity ETF
SCHF
$66.3B
$398K 0.01%
14,386
– –
GGG icon
445
Graco
GGG
$12.2B
$398K 0.01%
5,270
+249
+5% +$19.6K
APD icon
446
Air Products & Chemicals
APD
$66.1B
$395K 0.01%
1,347
+19
+1% +$5.53K
ROK icon
447
Rockwell Automation
ROK
$51.8B
$390K 0.01%
+787
New +$342K
LUMN icon
448
Lumen
LUMN
$6.96B
$380K 0.01%
49,485
+5,825
+13% +$51.1K
WELL icon
449
Welltower
WELL
$174B
$379K 0.01%
+1,670
New +$353K
CCEP icon
450
Coca-Cola Europacific Partners
CCEP
$46.5B
$374K 0.01%
3,741
+42
+1% +$4K
16 17
18
19 20

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BCI
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MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
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.