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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
FDIS icon
501
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$228K 0.01%
2,443
-1,132
-32% -$113K
CP icon
502
Canadian Pacific Kansas City
CP
$80.5B
$228K 0.01%
2,895
-59
-2% -$4.66K
EFV icon
503
iShares MSCI EAFE Value ETF
EFV
$28.3B
$225K 0.01%
3,023
– –
HUBS icon
504
HubSpot
HUBS
$12.8B
$223K 0.01%
915
+26
+3% +$7.29K
ECL icon
505
Ecolab
ECL
$79B
$221K 0.01%
830
-184
-18% -$51.9K
MNDY icon
506
monday.com
MNDY
$3.78B
$220K 0.01%
3,177
-179
-5% -$17.2K
CCL icon
507
Carnival Corporation Ltd
CCL
$38.1B
$217K 0.01%
8,375
-206
-2% -$6.01K
OZ icon
508
Belpointe PREP
OZ
$177M
$216K 0.01%
4,060
– –
MPB icon
509
Mid Penn Bancorp
MPB
$972M
$214K 0.01%
6,664
+47
+0.7% +$1.52K
TAP icon
510
Molson Coors Class B
TAP
$8.08B
$213K 0.01%
4,938
-46
-0.9% -$2.19K
ABB
511
DELISTED
ABB Ltd
ABB
$211K 0.01%
+2,676
New +$211K
ARW icon
512
Arrow Electronics
ARW
$10.5B
$209K 0.01%
+1,454
New +$199K
BR icon
513
Broadridge
BR
$18.7B
$208K 0.01%
1,281
+27
+2% +$5.13K
LNG icon
514
Cheniere Energy
LNG
$54.2B
$207K 0.01%
729
-483
-40% -$112K
SAP icon
515
SAP
SAP
$214B
$206K 0.01%
+1,205
New +$249K
GATX icon
516
GATX Corp
GATX
$6.46B
$206K 0.01%
1,207
-1
-0.1% -$180
RELX icon
517
RELX
RELX
$66.9B
$205K 0.01%
+6,183
New +$217K
CI icon
518
Cigna
CI
$78.8B
$203K 0.01%
762
-28
-4% -$7.75K
TENB icon
519
Tenable Holdings
TENB
$3.47B
$197K 0.01%
11,645
+758
+7% +$15.9K
HTGC icon
520
Hercules Capital
HTGC
$3.02B
$189K 0.01%
12,817
– –
LU icon
521
Lufax Holding
LU
$1.33B
$27.2K ﹤0.01%
+14,568
New +$36.8K
AEG icon
522
Aegon
AEG
$13.5B
– –
-25,000
Closed -$193K
AN icon
523
AutoNation
AN
$7.67B
– –
-1,248
Closed -$258K
ARGX icon
524
argenx
ARGX
$55.1B
– –
-252
Closed -$212K
BITB icon
525
Bitwise Bitcoin ETF
BITB
$2.46B
– –
-5,411
Closed -$257K
19 20
21
22 23

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
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.