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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
XMMO icon
451
Invesco S&P MidCap Momentum ETF
XMMO
$7.21B
$374K 0.01%
2,196
+35
+2% +$5.71K
ATR icon
452
AptarGroup
ATR
$8.29B
$368K 0.01%
2,939
+247
+9% +$30K
THC icon
453
Tenet Healthcare
THC
$16.7B
$368K 0.01%
1,965
+20
+1% +$3.68K
MGY icon
454
Magnolia Oil & Gas
MGY
$4.72B
$366K 0.01%
14,292
+2,923
+26% +$83.5K
OKTA icon
455
Okta
OKTA
$25.8B
$365K 0.01%
+2,672
New +$251K
PLNT icon
456
Planet Fitness
PLNT
$4.37B
$363K 0.01%
6,956
+262
+4% +$15.4K
PCAR icon
457
PACCAR
PCAR
$65.4B
$361K 0.01%
3,002
-199
-6% -$23.5K
YORW icon
458
York Water
YORW
$507M
$358K 0.01%
11,692
-4,400
-27% -$132K
EZM icon
459
WisdomTree US MidCap Fund
EZM
$929M
$356K 0.01%
4,698
– –
MTZ icon
460
MasTec
MTZ
$26.6B
$354K 0.01%
+852
New +$326K
FDXF
461
FedEx Freight
FDXF
$22.4B
$353K 0.01%
+2,338
New +$383K
ROST icon
462
Ross Stores
ROST
$75.6B
$353K 0.01%
1,657
+127
+8% +$28.6K
MSI icon
463
Motorola Solutions
MSI
$68.1B
$352K 0.01%
847
+28
+3% +$11.7K
SHM icon
464
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$351K 0.01%
7,311
-75
-1% -$3.59K
ING icon
465
ING
ING
$92B
$349K 0.01%
+11,130
New +$329K
EQIX icon
466
Equinix
EQIX
$100B
$342K 0.01%
328
+10
+3% +$10.7K
SRE icon
467
Sempra
SRE
$59.3B
$341K 0.01%
3,679
-157
-4% -$14.6K
DOV icon
468
Dover
DOV
$28.2B
$340K 0.01%
1,517
-12
-0.8% -$2.62K
VEU icon
469
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
$338K 0.01%
4,039
– –
ELV icon
470
Elevance Health
ELV
$82.9B
$336K 0.01%
870
+10
+1% +$3.71K
BLOK icon
471
Amplify Blockchain Technology ETF
BLOK
$1.1B
$332K 0.01%
5,303
– –
CRS icon
472
Carpenter Technology
CRS
$27.6B
$332K 0.01%
+538
New +$253K
UGI icon
473
UGI
UGI
$7.87B
$327K 0.01%
9,462
-585
-6% -$20.7K
FTNT icon
474
Fortinet
FTNT
$117B
$325K 0.01%
+2,118
New +$245K
OHI icon
475
Omega Healthcare
OHI
$14.8B
$323K 0.01%
6,780
-363
-5% -$16.8K
17 18
19
20 21

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
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.