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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
NFLX icon
26
Netflix
NFLX
$292B
$9.83M 0.35%
102,255
+2,139
+2% +$188K
V icon
27
Visa
V
$677B
$9.68M 0.34%
32,014
+1,371
+4% +$441K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.07T
$9.47M 0.33%
19,753
-403
-2% -$198K
CVX icon
29
Chevron
CVX
$388B
$9.41M 0.33%
45,488
+4,865
+12% +$887K
MRK icon
30
Merck
MRK
$324B
$9.4M 0.33%
78,112
+12,897
+20% +$1.49M
SOXX icon
31
iShares Semiconductor ETF
SOXX
$44.2B
$9.29M 0.33%
28,252
+168
+0.6% +$57.3K
CSCO icon
32
Cisco
CSCO
$450B
$8.86M 0.31%
114,235
-6,585
-5% -$515K
HD icon
33
Home Depot
HD
$332B
$8.49M 0.3%
25,804
+466
+2% +$170K
JNJ icon
34
Johnson & Johnson
JNJ
$635B
$8.23M 0.29%
33,664
-10,481
-24% -$2.44M
IWR icon
35
iShares Russell Mid-Cap ETF
IWR
$56.8B
$8.22M 0.29%
84,492
-370
-0.4% -$37K
AMAT icon
36
Applied Materials
AMAT
$426B
$8.12M 0.29%
23,768
-1,640
-6% -$552K
COST icon
37
Costco
COST
$415B
$8.02M 0.28%
8,052
+190
+2% +$185K
VZ icon
38
Verizon
VZ
$194B
$7.69M 0.27%
153,239
+18,057
+13% +$837K
APH icon
39
Amphenol
APH
$188B
$7.6M 0.27%
60,181
-324
-0.5% -$45.6K
WMT icon
40
Walmart Inc
WMT
$871B
$7M 0.25%
56,309
-326
-0.6% -$40K
ORCL icon
41
Oracle
ORCL
$331B
$6.75M 0.24%
45,883
+1,511
+3% +$246K
TJX icon
42
TJX Companies
TJX
$170B
$6.65M 0.23%
41,641
+147
+0.4% +$22.9K
IEMG icon
43
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$6.63M 0.23%
95,018
+60,035
+172% +$4.33M
JIRE icon
44
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$6.32M 0.22%
+83,493
New +$6.52M
URI icon
45
United Rentals
URI
$71.1B
$6.27M 0.22%
8,607
+83
+1% +$69.7K
IJH icon
46
iShares Core S&P Mid-Cap ETF
IJH
$123B
$5.96M 0.21%
88,253
+5,431
+7% +$377K
IBM icon
47
IBM
IBM
$202B
$5.92M 0.21%
24,413
+576
+2% +$156K
RTX icon
48
RTX Corp
RTX
$287B
$5.65M 0.2%
29,305
+1,072
+4% +$213K
PNC icon
49
PNC Financial Services
PNC
$100B
$5.59M 0.2%
26,868
+1,897
+8% +$413K
MU icon
50
Micron Technology
MU
$1.04T
$5.36M 0.19%
15,864
-319
-2% -$125K
1
2
3 4 5

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
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
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.