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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
PNC icon
51
PNC Financial Services
PNC
$99.9B
$6.66M 0.2%
27,034
+166
+0.6% +$37.2K
VZ icon
52
Verizon
VZ
$182B
$6.64M 0.2%
156,787
+3,548
+2% +$166K
NFLX icon
53
Netflix
NFLX
$286B
$6.49M 0.2%
90,937
-11,318
-11% -$997K
QQQ icon
54
Invesco QQQ Trust
QQQ
$466B
$6.47M 0.2%
8,780
+1,541
+21% +$1.06M
VXF icon
55
Vanguard Extended Market ETF
VXF
$30.5B
$6.39M 0.2%
25,973
+17,276
+199% +$3.96M
BAC icon
56
Bank of America
BAC
$427B
$6.28M 0.19%
110,171
+795
+0.7% +$42.3K
TJX icon
57
TJX Companies
TJX
$172B
$6.19M 0.19%
40,851
-790
-2% -$125K
PWR icon
58
Quanta Services
PWR
$95.2B
$6.17M 0.19%
8,569
-989
-10% -$676K
WMT icon
59
Walmart Inc
WMT
$903B
$6.07M 0.19%
53,551
-2,758
-5% -$342K
PM icon
60
Philip Morris
PM
$300B
$5.92M 0.18%
32,727
+322
+1% +$55.8K
AMD icon
61
Advanced Micro Devices
AMD
$830B
$5.8M 0.18%
9,988
+3,053
+44% +$1.25M
MS icon
62
Morgan Stanley
MS
$334B
$5.8M 0.18%
27,755
+2,046
+8% +$405K
RTX icon
63
RTX Corp
RTX
$265B
$5.78M 0.18%
30,461
+1,156
+4% +$212K
IWM icon
64
iShares Russell 2000 ETF
IWM
$81.7B
$5.39M 0.16%
17,956
-138
-0.8% -$38.8K
AMGN icon
65
Amgen
AMGN
$198B
$5.33M 0.16%
14,713
+147
+1% +$50.3K
ANET icon
66
Arista Networks
ANET
$215B
$5.2M 0.16%
30,629
+1,692
+6% +$266K
CMI icon
67
Cummins
CMI
$89.7B
$4.98M 0.15%
6,982
-333
-5% -$219K
CAT icon
68
Caterpillar
CAT
$401B
$4.98M 0.15%
4,676
+515
+12% +$452K
DVY icon
69
iShares Select Dividend ETF
DVY
$23.7B
$4.73M 0.14%
30,258
-201
-0.7% -$30.9K
DIS icon
70
Walt Disney
DIS
$168B
$4.69M 0.14%
48,769
+1,680
+4% +$171K
MCK icon
71
McKesson
MCK
$97.9B
$4.66M 0.14%
6,166
+7
+0.1% +$5.55K
GE icon
72
GE Aerospace
GE
$359B
$4.57M 0.14%
12,224
+2,029
+20% +$635K
APP icon
73
Applovin
APP
$145B
$4.55M 0.14%
8,830
+527
+6% +$254K
VTI icon
74
Vanguard Total Stock Market ETF
VTI
$660B
$4.44M 0.14%
12,012
-1,759
-13% -$629K
KO icon
75
Coca-Cola
KO
$352B
$4.41M 0.13%
54,235
-11,309
-17% -$893K
1 2
3
4 5

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.