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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
+10.99%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$3.27B
AUM Growth
+$436M
Cap. Flow
+$53.4M
Cap. Flow %
1.63%
Top 10 Hldgs %
29.01%
Holding
722
New
66
Increased
291
Reduced
262
Closed
28

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.41M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.2M
3
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.64M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$4.35M
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$4.21M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.98M
2
KLAC icon
KLA
KLAC
+$3.32M
3
AMAT icon
Applied Materials
AMAT
+$1.83M
4
LKQ icon
LKQ Corp
LKQ
+$1.51M
5
TTE icon
TotalEnergies
TTE
+$1.49M

Sector Composition

Rank Sector Weight
1 Technology 12.94%
2 Financials 5.07%
3 Industrials 3.81%
4 Communication Services 3.64%
5 Consumer Discretionary 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HTGC icon
551
Hercules Capital
HTGC
$3.05B
$202K 0.01%
12,817
– –
SPOT icon
552
Spotify
SPOT
$102B
$202K 0.01%
439
-727
-62% -$347K
RKT icon
553
Rocket Companies
RKT
$39B
$200K 0.01%
+12,673
New +$183K
AEM icon
554
Agnico Eagle Mines
AEM
$69.1B
– –
-1,400
Closed -$284K
AJG icon
555
Arthur J. Gallagher & Co
AJG
$65B
– –
-1,415
Closed -$306K
BP icon
556
BP
BP
$109B
– –
-7,209
Closed -$339K
BR icon
557
Broadridge
BR
$17B
– –
-1,281
Closed -$208K
CI icon
558
Cigna
CI
$76.1B
– –
-762
Closed -$203K
CNQ icon
559
Canadian Natural Resources
CNQ
$92.9B
– –
-7,630
Closed -$372K
CTRA
560
DELISTED
Coterra Energy
CTRA
– –
-21,939
Closed -$771K
DBRG icon
561
DigitalBridge
DBRG
$2.93B
– –
-27,622
Closed -$426K
GRMN
562
Garmin
GRMN
$47.2B
– –
-1,672
Closed -$388K
GSK icon
563
GSK
GSK
$102B
– –
-4,958
Closed -$274K
HUBS icon
564
HubSpot
HUBS
$11.5B
– –
-915
Closed -$223K
LNG icon
565
Cheniere Energy
LNG
$55B
– –
-729
Closed -$207K
LU icon
566
Lufax Holding
LU
$1.19B
– –
-14,568
Closed -$27.2K
LYB icon
567
LyondellBasell Industries
LYB
$19.7B
– –
-4,129
Closed -$333K
ON icon
568
ON Semiconductor
ON
$34.8B
– –
-7,178
Closed -$444K
OZ icon
569
Belpointe PREP
OZ
$177M
– –
-4,060
Closed -$216K
PHG icon
570
Philips
PHG
$25.7B
– –
-9,576
Closed -$253K
PRIM icon
571
Primoris Services
PRIM
$4.71B
– –
-6,561
Closed -$938K
RELX icon
572
RELX
RELX
$57.7B
– –
-6,183
Closed -$205K
SHOP icon
573
Shopify
SHOP
$159B
– –
-2,836
Closed -$336K
UNFI icon
574
United Natural Foods
UNFI
$2.97B
– –
-6,560
Closed -$296K
VHT icon
575
Vanguard Health Care ETF
VHT
$17.9B
– –
-1,771
Closed -$482K
20 21 22
23
24

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

Fulton Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Fulton Bank held 722 positions worth $3.27B, up 15% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2026 filing shows 66 new, 291 increased, 262 reduced and 28 closed positions. Its largest new stake was Capital Group Growth ETF: 208,231 shares worth $9.83M. The largest sale was Vanguard S&P 500 ETF, an estimated $6.98M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

  • Fulton Bank's largest Q2 2026 buy was Capital Group Growth ETF: 208,231 shares worth $9.83M.
  • Fulton Bank added most to Avantis US Large Cap Value ETF in Q2 2026, an estimated $6.2M increase.
  • Fulton Bank's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $6.98M.
  • Fulton Bank fully exited Primoris Services in Q2 2026, selling an estimated $938K.
  • Fulton Bank's ten largest holdings make up 29% of its $3.27B portfolio in Q2 2026.
  • Fulton Bank opened 66 new positions and closed 28 in Q2 2026.
  • Fulton Bank's portfolio value rose 15% quarter-over-quarter to $3.27B.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.