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Fulton Bank

Fulton Bank Portfolio holdings

AUM $3.29B Turnover 10.33%
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
+1.33%
1 Year Est. Return
+13.65%
3 Year Est. Return
+48.12%
5 Year Est. Return
+56.81%
10 Year Est. Return
+117.12%
AUM
$3.29B
AUM Growth
+$16.2M
Cap. Flow
+$16.2M
Cap. Flow %
0.49%
Top 10 Hldgs %
28.22%
Holding
726
New
32
Increased
243
Reduced
339
Closed
43
Avg Time Held
5.2 years
Top 10 Avg Time Held
4.9 years
Top 20 Avg Time Held
5.4 years

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$11.5M
2
NVDA icon
NVIDIA
NVDA
+$7.16M
3
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$7.04M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$5.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.66M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.8M
2
TTE icon
TotalEnergies
TTE
+$2.85M
3
MSFT icon
Microsoft
MSFT
+$2.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.45M
5
AMAT icon
Applied Materials
AMAT
+$2.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 63.23%
2 Technology 13.51%
3 Financials 4.89%
4 Communication Services 3.9%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ORCL icon
51
Oracle
ORCL
$382B
$6.75M 0.21%
49,188
+2,096
+4% +$296K
2013 Q2
53 quarters
AMD icon
52
Advanced Micro Devices
AMD
$844B
$6.48M 0.2%
10,600
+612
+6% +$315K
2022 Q1
18 quarters
PM icon
53
Philip Morris
PM
$311B
$6.36M 0.19%
33,335
+608
+2% +$115K
2013 Q2
53 quarters
ANET icon
54
Arista Networks
ANET
$217B
$6.14M 0.19%
30,142
-487
-2% -$91.7K
2021 Q3
20 quarters
NFLX icon
55
Netflix
NFLX
$274B
$5.99M 0.18%
86,049
-4,888
-5% -$367K
2013 Q2
53 quarters
BAC icon
56
Bank of America
BAC
$350B
$5.96M 0.18%
109,419
-752
-0.7% -$45.8K
2016 Q1
42 quarters
PNC icon
57
PNC Financial Services
PNC
$89.5B
$5.95M 0.18%
26,771
-263
-1% -$64.5K
2013 Q2
53 quarters
MCK icon
58
McKesson
MCK
$117B
$5.74M 0.17%
6,719
+553
+9% +$476K
2017 Q1
38 quarters
RTX icon
59
RTX Corp
RTX
$258B
$5.69M 0.17%
30,627
+166
+0.5% +$34K
2013 Q2
53 quarters
HD icon
60
Home Depot
HD
$319B
$5.58M 0.17%
19,613
-5,795
-23% -$1.9M
2013 Q2
53 quarters
CAT icon
61
Caterpillar
CAT
$316B
$5.41M 0.16%
6,673
+1,997
+43% +$1.69M
2018 Q3
32 quarters
MS icon
62
Morgan Stanley
MS
$281B
$5.41M 0.16%
28,753
+998
+4% +$212K
2016 Q1
42 quarters
IBM icon
63
IBM
IBM
$240B
$5.35M 0.16%
24,327
+342
+1% +$81.2K
2013 Q2
53 quarters
PWR icon
64
Quanta Services
PWR
$82.2B
$5.33M 0.16%
8,299
-270
-3% -$174K
2017 Q3
36 quarters
WMT icon
65
Walmart Inc
WMT
$951B
$5.22M 0.16%
50,200
-3,351
-6% -$368K
2013 Q2
53 quarters
HPQ icon
66
HP
HPQ
$30.3B
$5.11M 0.16%
163,378
-474
-0.3% -$13.7K
2017 Q1
38 quarters
FLEX icon
67
Flex
FLEX
$28.3B
$5.07M 0.15%
46,081
-1,043
-2% -$124K
2024 Q2
9 quarters
TJX icon
68
TJX Companies
TJX
$160B
$5.04M 0.15%
38,084
-2,767
-7% -$399K
2013 Q2
53 quarters
DIS icon
69
Walt Disney
DIS
$194B
$4.99M 0.15%
47,585
-1,184
-2% -$121K
2013 Q2
53 quarters
IWM icon
70
iShares Russell 2000 ETF
IWM
$79.1B
$4.95M 0.15%
17,825
-131
-0.7% -$38.5K
2016 Q3
40 quarters
ADBE icon
71
Adobe
ADBE
$103B
$4.69M 0.14%
19,533
+1,798
+10% +$450K
2018 Q2
33 quarters
KO icon
72
Coca-Cola
KO
$399B
$4.67M 0.14%
54,223
-12
-0% -$1.04K
2013 Q2
53 quarters
AMGN icon
73
Amgen
AMGN
$237B
$4.6M 0.14%
10,904
-3,809
-26% -$1.52M
2013 Q2
53 quarters
DVY icon
74
iShares Select Dividend ETF
DVY
$23.5B
$4.57M 0.14%
30,028
-230
-0.8% -$37.1K
2013 Q2
53 quarters
GE icon
75
GE Aerospace
GE
$296B
$4.55M 0.14%
14,579
+2,355
+19% +$816K
2024 Q1
10 quarters
1 2
3
4 5

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Fulton Bank's Q3 2026 Portfolio in Review

As of Q3 2026, Fulton Bank held 726 positions worth $3.29B, up 0.49% from $3.27B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Fulton Bank's Q3 2026 filing shows 32 new, 243 increased, 339 reduced and 43 closed positions. Its largest new stake was Cheniere Energy: 3,652 shares worth $982K. The largest sale was Apple, an estimated $5.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 63% a quarter earlier, followed by Technology and Financials.

  • Fulton Bank's largest Q3 2026 buy was Cheniere Energy: 3,652 shares worth $982K.
  • Fulton Bank added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $11.5M increase.
  • Fulton Bank's biggest Q3 2026 reduction was Apple, cutting an estimated $5.8M.
  • Fulton Bank fully exited Bio-Techne in Q3 2026, selling an estimated $576K.
  • Fulton Bank's ten largest holdings make up 28% of its $3.29B portfolio in Q3 2026.
  • Fulton Bank opened 32 new positions and closed 43 in Q3 2026.
  • Fulton Bank's portfolio value rose 0.49% quarter-over-quarter to $3.29B.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.