We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
76
Travelers Companies
TRV
$81.4B
$3.36M 0.12%
11,588
-215
-2% -$60.5K
AMP icon
77
Ameriprise Financial
AMP
$47.5B
$3.33M 0.12%
6,795
+176
+3% +$83.5K
HON icon
78
Honeywell
HON
$77.6B
$3.32M 0.11%
17,038
+511
+3% +$100K
DRI icon
79
Darden Restaurants
DRI
$23.4B
$3.28M 0.11%
17,844
+1,209
+7% +$220K
PG icon
80
Procter & Gamble
PG
$346B
$3.27M 0.11%
22,823
-1,986
-8% -$293K
VONV icon
81
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$3.26M 0.11%
35,318
+6,040
+21% +$548K
TFC icon
82
Truist Financial
TFC
$63.8B
$3.26M 0.11%
66,180
+9,502
+17% +$438K
AXP icon
83
American Express
AXP
$230B
$3.25M 0.11%
8,782
+156
+2% +$55.8K
UNH icon
84
UnitedHealth
UNH
$379B
$3.2M 0.11%
9,689
+1,121
+13% +$380K
VTEB icon
85
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$3.14M 0.11%
62,412
+2,647
+4% +$133K
GE icon
86
GE Aerospace
GE
$374B
$3.13M 0.11%
10,166
+105
+1% +$31.6K
NGG icon
87
National Grid
NGG
$81.7B
$3.1M 0.11%
40,124
-724
-2% -$54.5K
GS icon
88
Goldman Sachs
GS
$308B
$3.1M 0.11%
3,522
+164
+5% +$134K
UNP icon
89
Union Pacific
UNP
$178B
$3.08M 0.11%
13,329
+349
+3% +$79.7K
HPQ icon
90
HP
HPQ
$24.2B
$3M 0.1%
134,538
-23,981
-15% -$611K
ROP icon
91
Roper Technologies
ROP
$37.1B
$2.97M 0.1%
6,681
-865
-11% -$401K
LRCX icon
92
Lam Research
LRCX
$365B
$2.97M 0.1%
17,357
+2,801
+19% +$436K
PLTR icon
93
Palantir
PLTR
$315B
$2.95M 0.1%
16,592
+13,318
+407% +$2.41M
DUK icon
94
Duke Energy
DUK
$100B
$2.94M 0.1%
25,120
-1,606
-6% -$196K
USB icon
95
US Bancorp
USB
$99B
$2.94M 0.1%
55,110
-66
-0.1% -$3.25K
ABT icon
96
Abbott
ABT
$182B
$2.93M 0.1%
23,420
-249
-1% -$31.7K
PFE icon
97
Pfizer
PFE
$141B
$2.93M 0.1%
117,798
+1,112
+1% +$28K
COP icon
98
ConocoPhillips
COP
$141B
$2.89M 0.1%
30,895
-8,756
-22% -$792K
FLEX icon
99
Flex
FLEX
$41.8B
$2.88M 0.1%
47,608
-2,296
-5% -$142K
CRM icon
100
Salesforce
CRM
$143B
$2.85M 0.1%
10,773
– –
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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.