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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
BRO icon
526
Brown & Brown
BRO
$25.2B
– –
-2,645
Closed -$211K
CEG icon
527
Constellation Energy
CEG
$92.2B
– –
-611
Closed -$216K
CHKP icon
528
Check Point Software Technologies
CHKP
$14.1B
– –
-1,154
Closed -$214K
CYBR
529
DELISTED
CyberArk
CYBR
– –
-1,082
Closed -$483K
DEO icon
530
Diageo
DEO
$49B
– –
-11,082
Closed -$956K
EXAS
531
DELISTED
Exact Sciences
EXAS
– –
-2,738
Closed -$278K
EXPE icon
532
Expedia Group
EXPE
$36.2B
– –
-786
Closed -$223K
EXR icon
533
Extra Space Storage
EXR
$33B
– –
-1,575
Closed -$205K
FOUR icon
534
Shift4
FOUR
$4.42B
– –
-4,045
Closed -$255K
GPK icon
535
Graphic Packaging
GPK
$3.31B
– –
-13,142
Closed -$198K
ING icon
536
ING
ING
$93.6B
– –
-11,176
Closed -$313K
KD icon
537
Kyndryl
KD
$3.03B
– –
-24,233
Closed -$644K
LULU icon
538
lululemon athletica
LULU
$13.5B
– –
-2,216
Closed -$461K
MKC.V icon
539
McCormick & Company Voting
MKC.V
$14.2B
– –
-3,735
Closed -$254K
MTCH icon
540
Match Group
MTCH
$9.26B
– –
-10,432
Closed -$337K
NVO
541
Novo Nordisk
NVO
$227B
– –
-9,045
Closed -$460K
OWL icon
542
Blue Owl Capital
OWL
$6.46B
– –
-16,312
Closed -$244K
PKBK icon
543
Parke Bancorp
PKBK
$398M
– –
-14,272
Closed -$357K
REXR icon
544
Rexford Industrial Realty
REXR
$8.54B
– –
-5,496
Closed -$213K
TMHC
545
DELISTED
Taylor Morrison
TMHC
– –
-4,888
Closed -$288K
TTD icon
546
Trade Desk
TTD
$8.99B
– –
-6,045
Closed -$229K
TTEK icon
547
Tetra Tech
TTEK
$8.9B
– –
-6,408
Closed -$215K
VFH icon
548
Vanguard Financials ETF
VFH
$13.5B
– –
-1,544
Closed -$206K
VOT icon
549
Vanguard Mid-Cap Growth ETF
VOT
$19B
– –
-724
Closed -$202K
WDAY icon
550
Workday
WDAY
$41B
– –
-2,873
Closed -$617K
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.