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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
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPK icon
526
Graphic Packaging
GPK
$3.45B
$198K 0.01%
13,142
-7,099
-35% -$117K
AEG icon
527
Aegon
AEG
$13.6B
$193K 0.01%
25,000
-2,314
-8% -$17.7K
ADSK icon
528
Autodesk
ADSK
$50.1B
– –
-812
Closed -$258K
AL
529
DELISTED
Air Lease Corp
AL
– –
-4,578
Closed -$291K
ARE icon
530
Alexandria Real Estate Equities
ARE
$9.41B
– –
-16,795
Closed -$1.4M
BDX icon
531
Becton Dickinson
BDX
$45.8B
– –
-1,124
Closed -$210K
COLD icon
532
Americold
COLD
$4.17B
– –
-27,138
Closed -$332K
EXP icon
533
Eagle Materials
EXP
$6.86B
– –
-1,102
Closed -$257K
FIS icon
534
Fidelity National Information Services
FIS
$23.2B
– –
-6,239
Closed -$411K
HST icon
535
Host Hotels & Resorts
HST
$17.4B
– –
-12,095
Closed -$206K
KT icon
536
KT
KT
$8.95B
– –
-13,508
Closed -$263K
KVUE icon
537
Kenvue
KVUE
$37.9B
– –
-49,926
Closed -$810K
LEN icon
538
Lennar Class A
LEN
$21.1B
– –
-2,064
Closed -$260K
MCO icon
539
Moody's
MCO
$83.9B
– –
-964
Closed -$459K
NEO icon
540
NeoGenomics
NEO
$1.74B
– –
-10,895
Closed -$84.1K
NSP icon
541
Insperity
NSP
$2.01B
– –
-4,207
Closed -$207K
NTES icon
542
NetEase
NTES
$81.5B
– –
-1,349
Closed -$205K
NWG icon
543
NatWest
NWG
$70.6B
– –
-15,984
Closed -$226K
OMC icon
544
Omnicom Group
OMC
$24.6B
– –
-3,170
Closed -$258K
ON icon
545
ON Semiconductor
ON
$32.8B
– –
-5,227
Closed -$258K
PFF icon
546
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-11,827
Closed -$374K
PYPL icon
547
PayPal
PYPL
$50.3B
– –
-4,135
Closed -$277K
SAP icon
548
SAP
SAP
$207B
– –
-835
Closed -$223K
SMPL icon
549
Simply Good Foods
SMPL
$941M
– –
-10,401
Closed -$258K
SWKS icon
550
Skyworks Solutions
SWKS
$9.73B
– –
-2,717
Closed -$209K
19 20 21
22
23

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.