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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
MGNI icon
426
Magnite
MGNI
$2.86B
$365K 0.01%
30,740
-655
-2% -$8.78K
SPG icon
427
Simon Property Group
SPG
$77.1B
$360K 0.01%
1,928
+33
+2% +$6.29K
MGY icon
428
Magnolia Oil & Gas
MGY
$5.84B
$359K 0.01%
11,369
-114
-1% -$3.05K
SCHG icon
429
Schwab US Large-Cap Growth ETF
SCHG
$59B
$357K 0.01%
12,244
– –
SFM icon
430
Sprouts Farmers Market
SFM
$7.44B
$357K 0.01%
4,623
+3
+0.1% +$224
SCHF icon
431
Schwab International Equity ETF
SCHF
$65.5B
$356K 0.01%
14,386
– –
MSI icon
432
Motorola Solutions
MSI
$72.7B
$355K 0.01%
819
-7
-0.8% -$3.03K
SHM icon
433
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$353K 0.01%
+7,386
New +$356K
IRM icon
434
Iron Mountain
IRM
$36.6B
$352K 0.01%
+3,448
New +$343K
ZBRA icon
435
Zebra Technologies
ZBRA
$13.7B
$352K 0.01%
1,682
+23
+1% +$5.4K
MC icon
436
Moelis & Co
MC
$4.94B
$351K 0.01%
6,163
-318
-5% -$20.7K
CDNS icon
437
Cadence Design Systems
CDNS
$94.9B
$351K 0.01%
1,263
+68
+6% +$20.3K
VVV icon
438
Valvoline
VVV
$5.1B
$350K 0.01%
10,394
+69
+0.7% +$2.39K
SF
439
Stifel
SF
$12.6B
$346K 0.01%
4,681
-47
-1% -$3.73K
HAS icon
440
Hasbro
HAS
$13.6B
$340K 0.01%
3,633
-252
-6% -$23.5K
ATR icon
441
AptarGroup
ATR
$8.67B
$339K 0.01%
2,692
+318
+13% +$41.4K
SAIA icon
442
Saia
SAIA
$10.5B
$339K 0.01%
965
+61
+7% +$22.2K
BP icon
443
BP
BP
$111B
$339K 0.01%
7,209
-2,106
-23% -$82.5K
SHOP icon
444
Shopify
SHOP
$171B
$336K 0.01%
2,836
-985
-26% -$129K
CCEP icon
445
Coca-Cola Europacific Partners
CCEP
$48.9B
$335K 0.01%
3,699
+113
+3% +$10.9K
HSY icon
446
Hershey
HSY
$37.4B
$335K 0.01%
1,612
-8
-0.5% -$1.69K
LDOS icon
447
Leidos
LDOS
$14.5B
$335K 0.01%
2,154
+80
+4% +$14.4K
LYB icon
448
LyondellBasell Industries
LYB
$19.6B
$333K 0.01%
4,129
-1,281
-24% -$76K
ROST icon
449
Ross Stores
ROST
$81.6B
$331K 0.01%
1,530
+17
+1% +$3.39K
CMCSA icon
450
Comcast
CMCSA
$87.9B
$331K 0.01%
11,521
-347
-3% -$10.4K
16 17
18
19 20

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BCI
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MWM
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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
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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.