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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
CVNA icon
476
Carvana
CVNA
$68B
$266K 0.01%
4,225
-660
-14% -$49K
BLOK icon
477
Amplify Blockchain Technology ETF
BLOK
$1.09B
$264K 0.01%
5,303
– –
BCS icon
478
Barclays
BCS
$92.8B
$264K 0.01%
12,480
+2,603
+26% +$63.5K
XYL icon
479
Xylem
XYL
$27.5B
$263K 0.01%
2,205
-3
-0.1% -$393
HXL icon
480
Hexcel
HXL
$7.87B
$261K 0.01%
3,228
-5
-0.2% -$421
ERIC icon
481
Ericsson
ERIC
$32.2B
$261K 0.01%
23,117
-1,669
-7% -$18.1K
EGP icon
482
EastGroup Properties
EGP
$11.3B
$257K 0.01%
+1,386
New +$259K
SPYM
483
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$254K 0.01%
3,319
– –
PHG icon
484
Philips
PHG
$25.6B
$253K 0.01%
+9,576
New +$271K
ELV icon
485
Elevance Health
ELV
$81.8B
$252K 0.01%
860
+5
+0.6% +$1.64K
ARES icon
486
Ares Management
ARES
$28.7B
$251K 0.01%
2,299
-790
-26% -$105K
GWW icon
487
W.W. Grainger
GWW
$65.7B
$250K 0.01%
229
+13
+6% +$14.2K
XLY icon
488
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$247K 0.01%
2,270
– –
IRT icon
489
Independence Realty Trust
IRT
$3.92B
$247K 0.01%
16,602
-209
-1% -$3.43K
ALLE icon
490
Allegion
ALLE
$13.4B
$247K 0.01%
1,697
+53
+3% +$8.45K
SNA icon
491
Snap-on
SNA
$21.3B
$245K 0.01%
675
-2
-0.3% -$741
INGR icon
492
Ingredion
INGR
$6.27B
$245K 0.01%
2,174
+224
+11% +$25.7K
MAS icon
493
Masco
MAS
$14.1B
$240K 0.01%
3,969
-4
-0.1% -$270
HEI.A icon
494
HEICO Corp Class A
HEI.A
$36.2B
$235K 0.01%
1,111
+69
+7% +$17K
FMDE icon
495
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.73B
$234K 0.01%
6,500
– –
PAYC icon
496
Paycom
PAYC
$7.67B
$233K 0.01%
1,921
+122
+7% +$16.3K
EWBC icon
497
East-West Bancorp
EWBC
$17.9B
$231K 0.01%
2,163
-36
-2% -$4.06K
AKAM icon
498
Akamai
AKAM
$16.6B
$230K 0.01%
+2,002
New +$201K
BAH icon
499
Booz Allen Hamilton
BAH
$8.39B
$230K 0.01%
2,944
+105
+4% +$8.85K
BN icon
500
Brookfield
BN
$105B
$229K 0.01%
5,656
+515
+10% +$22.8K
18 19
20
21 22

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
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 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.