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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
DRI icon
76
Darden Restaurants
DRI
$22.2B
$4.3M 0.13%
20,886
+3,574
+21% +$716K
ETN icon
77
Eaton
ETN
$156B
$4.13M 0.13%
9,691
+1,840
+23% +$742K
GEV icon
78
GE Vernova
GEV
$285B
$4.12M 0.13%
3,511
+848
+32% +$866K
HON icon
79
Honeywell
HON
$71.9B
$4.1M 0.13%
17,637
+780
+5% +$174K
XAGG
80
Eaton Vance Income Opportunities ETF
XAGG
$1.27B
$3.99M 0.12%
79,758
-5,213
-6% -$261K
ITM icon
81
VanEck Intermediate Muni ETF
ITM
$2.16B
$3.9M 0.12%
82,911
+750
+0.9% +$35.1K
AXP icon
82
American Express
AXP
$241B
$3.88M 0.12%
11,461
+1,569
+16% +$502K
FE icon
83
FirstEnergy
FE
$28B
$3.79M 0.12%
79,670
+3,792
+5% +$180K
PEP icon
84
PepsiCo
PEP
$185B
$3.73M 0.11%
27,554
-269
-1% -$40.2K
BLK icon
85
Blackrock
BLK
$165B
$3.73M 0.11%
3,879
+386
+11% +$399K
VONV icon
86
Vanguard Russell 1000 Value ETF
VONV
$20.3B
$3.7M 0.11%
34,846
+7
+0% +$715
UNH icon
87
UnitedHealth
UNH
$382B
$3.69M 0.11%
8,874
+1,164
+15% +$431K
ADBE icon
88
Adobe
ADBE
$91.6B
$3.64M 0.11%
17,735
+3,915
+28% +$927K
TGT icon
89
Target
TGT
$64B
$3.63M 0.11%
27,761
+13
+0% +$1.65K
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$3.6M 0.11%
71,243
-106
-0.1% -$5.33K
HPQ icon
91
HP
HPQ
$22.1B
$3.59M 0.11%
163,852
+13,027
+9% +$288K
GS icon
92
Goldman Sachs
GS
$314B
$3.56M 0.11%
3,516
+15
+0.4% +$14.6K
UNP icon
93
Union Pacific
UNP
$178B
$3.5M 0.11%
12,886
-166
-1% -$43.6K
VEA icon
94
Vanguard FTSE Developed Markets ETF
VEA
$225B
$3.46M 0.11%
48,610
+3,890
+9% +$271K
ENB icon
95
Enbridge
ENB
$124B
$3.41M 0.1%
62,938
-876
-1% -$48K
CTAS icon
96
Cintas
CTAS
$80.5B
$3.41M 0.1%
20,030
-87
-0.4% -$15K
PLD icon
97
Prologis
PLD
$137B
$3.37M 0.1%
24,851
-912
-4% -$129K
PANW icon
98
Palo Alto Networks
PANW
$292B
$3.36M 0.1%
9,847
+129
+1% +$29.5K
TMO icon
99
Thermo Fisher Scientific
TMO
$196B
$3.36M 0.1%
6,697
+95
+1% +$45.6K
TRV icon
100
Travelers Companies
TRV
$78.5B
$3.35M 0.1%
10,158
-815
-7% -$247K
2 3
4
5 6

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.