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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
PM icon
51
Philip Morris
PM
$305B
$5.36M 0.19%
32,405
+3,714
+13% +$645K
BAC icon
52
Bank of America
BAC
$436B
$5.33M 0.19%
109,376
-816
-0.7% -$42.1K
MCK icon
53
McKesson
MCK
$99.9B
$5.33M 0.19%
6,159
+105
+2% +$93.7K
PWR icon
54
Quanta Services
PWR
$91.9B
$5.25M 0.19%
9,558
-353
-4% -$182K
AMGN icon
55
Amgen
AMGN
$203B
$5.13M 0.18%
14,566
-2,853
-16% -$1.02M
KO icon
56
Coca-Cola
KO
$360B
$4.98M 0.18%
65,544
-1,408
-2% -$106K
TTE icon
57
TotalEnergies
TTE
$188B
$4.81M 0.17%
52,885
-166
-0.3% -$12.7K
DVY icon
58
iShares Select Dividend ETF
DVY
$23.7B
$4.61M 0.16%
30,459
-12
-0% -$1.81K
DIS icon
59
Walt Disney
DIS
$168B
$4.54M 0.16%
47,089
-789
-2% -$83.4K
IWM icon
60
iShares Russell 2000 ETF
IWM
$80B
$4.49M 0.16%
18,094
+294
+2% +$75.8K
VTI icon
61
Vanguard Total Stock Market ETF
VTI
$653B
$4.42M 0.16%
13,771
+1
+0% +$336
PEP icon
62
PepsiCo
PEP
$191B
$4.32M 0.15%
27,823
+268
+1% +$41.8K
MS icon
63
Morgan Stanley
MS
$333B
$4.23M 0.15%
25,709
+1,467
+6% +$254K
XAGG
64
Eaton Vance Income Opportunities ETF
XAGG
$1.3B
$4.22M 0.15%
84,971
-3,469
-4% -$176K
QQQ icon
65
Invesco QQQ Trust
QQQ
$446B
$4.18M 0.15%
7,239
+884
+14% +$537K
COP icon
66
ConocoPhillips
COP
$143B
$4.05M 0.14%
30,654
-241
-0.8% -$26.7K
SMCO icon
67
Hilton Small-MidCap Opportunity ETF
SMCO
$140M
$4.02M 0.14%
147,832
+14,329
+11% +$404K
CMI icon
68
Cummins
CMI
$89.8B
$3.94M 0.14%
7,315
-681
-9% -$385K
FE icon
69
FirstEnergy
FE
$28.5B
$3.84M 0.14%
75,878
+19,264
+34% +$934K
ITM icon
70
VanEck Intermediate Muni ETF
ITM
$2.14B
$3.81M 0.13%
82,161
+9,082
+12% +$429K
HON icon
71
Honeywell
HON
$77.2B
$3.81M 0.13%
16,857
-181
-1% -$41.4K
LRCX icon
72
Lam Research
LRCX
$355B
$3.74M 0.13%
17,519
+162
+0.9% +$36.2K
LOW icon
73
Lowe's Companies
LOW
$119B
$3.69M 0.13%
15,616
-284
-2% -$74.1K
VTEB icon
74
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$3.56M 0.13%
71,349
+8,937
+14% +$451K
ANET icon
75
Arista Networks
ANET
$215B
$3.55M 0.13%
28,937
+7,809
+37% +$1.04M
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
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.