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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
STX icon
451
Seagate
STX
$173B
$326K 0.01%
833
-6
-0.7% -$2.29K
DOV icon
452
Dover
DOV
$26.7B
$319K 0.01%
1,529
-1
-0.1% -$214
EZM icon
453
WisdomTree US MidCap Fund
EZM
$939M
$316K 0.01%
4,698
– –
XMMO icon
454
Invesco S&P MidCap Momentum ETF
XMMO
$6.9B
$313K 0.01%
2,161
– –
OHI icon
455
Omega Healthcare
OHI
$15.3B
$313K 0.01%
7,143
+750
+12% +$34.2K
ALB icon
456
Albemarle
ALB
$13.4B
$312K 0.01%
1,737
-5
-0.3% -$854
EQIX icon
457
Equinix
EQIX
$99.4B
$312K 0.01%
318
-108
-25% -$96K
AJG icon
458
Arthur J. Gallagher & Co
AJG
$69.1B
$306K 0.01%
1,415
+116
+9% +$26.8K
PFGC icon
459
Performance Food Group
PFGC
$18.3B
$304K 0.01%
+3,553
New +$325K
LUMN icon
460
Lumen
LUMN
$6.43B
$303K 0.01%
43,660
+2,068
+5% +$15.7K
VEU icon
461
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$303K 0.01%
4,039
+4
+0.1% +$310
UNFI icon
462
United Natural Foods
UNFI
$3.04B
$296K 0.01%
6,560
– –
VMC icon
463
Vulcan Materials
VMC
$36.8B
$290K 0.01%
1,064
+58
+6% +$17.1K
MLM icon
464
Martin Marietta Materials
MLM
$34.2B
$290K 0.01%
492
+24
+5% +$15.3K
CCJ icon
465
Cameco
CCJ
$36.8B
$287K 0.01%
2,640
– –
EFAV icon
466
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$286K 0.01%
3,131
– –
HOOD icon
467
Robinhood
HOOD
$80.7B
$284K 0.01%
4,101
-2,409
-37% -$211K
AEM icon
468
Agnico Eagle Mines
AEM
$72.2B
$284K 0.01%
1,400
+200
+17% +$41.6K
TAK icon
469
Takeda Pharmaceutical
TAK
$56.7B
$282K 0.01%
+15,234
New +$267K
DOX icon
470
Amdocs
DOX
$6.03B
$281K 0.01%
4,300
+47
+1% +$3.44K
RGA icon
471
Reinsurance Group of America
RGA
$15.5B
$280K 0.01%
1,371
+2
+0.1% +$414
GSK icon
472
GSK
GSK
$107B
$274K 0.01%
4,958
-37,946
-88% -$2.06M
ITW icon
473
Illinois Tool Works
ITW
$84.1B
$270K 0.01%
1,039
-47
-4% -$12.8K
WTFC icon
474
Wintrust Financial
WTFC
$10.7B
$270K 0.01%
1,945
+1
+0.1% +$145
BA icon
475
Boeing
BA
$169B
$266K 0.01%
1,338
-3
-0.2% -$683
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
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
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
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.