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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
ENB icon
76
Enbridge
ENB
$121B
$3.45M 0.12%
63,814
+4,581
+8% +$233K
LMT icon
77
Lockheed Martin
LMT
$134B
$3.42M 0.12%
5,665
+5
+0.1% +$3.08K
PLD icon
78
Prologis
PLD
$137B
$3.41M 0.12%
25,763
-2,759
-10% -$369K
CTAS icon
79
Cintas
CTAS
$84.4B
$3.4M 0.12%
20,117
+56
+0.3% +$10.7K
DRI icon
80
Darden Restaurants
DRI
$23.4B
$3.39M 0.12%
17,312
-532
-3% -$109K
TGT icon
81
Target
TGT
$63.7B
$3.36M 0.12%
27,748
+290
+1% +$32.7K
ADBE icon
82
Adobe
ADBE
$94.5B
$3.36M 0.12%
13,820
+7
+0.1% +$1.94K
BLK icon
83
Blackrock
BLK
$165B
$3.36M 0.12%
3,493
+92
+3% +$96.8K
PFE icon
84
Pfizer
PFE
$141B
$3.34M 0.12%
119,021
+1,223
+1% +$32.6K
APP icon
85
Applovin
APP
$139B
$3.3M 0.12%
8,303
-414
-5% -$200K
PG icon
86
Procter & Gamble
PG
$346B
$3.29M 0.12%
22,794
-29
-0.1% -$4.4K
VLO icon
87
Valero Energy
VLO
$90.5B
$3.29M 0.12%
13,300
-393
-3% -$81K
VONV icon
88
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$3.27M 0.12%
34,839
-479
-1% -$46K
DELL icon
89
Dell
DELL
$276B
$3.26M 0.11%
19,837
+1,503
+8% +$200K
TMO icon
90
Thermo Fisher Scientific
TMO
$208B
$3.25M 0.11%
6,602
-127
-2% -$68.9K
WAB icon
91
Wabtec
WAB
$50.8B
$3.22M 0.11%
12,868
-480
-4% -$116K
TRV icon
92
Travelers Companies
TRV
$81.4B
$3.2M 0.11%
10,973
-615
-5% -$180K
DUK icon
93
Duke Energy
DUK
$100B
$3.2M 0.11%
24,417
-703
-3% -$87.9K
FAST icon
94
Fastenal
FAST
$54.7B
$3.18M 0.11%
68,549
+18,935
+38% +$850K
FLEX icon
95
Flex
FLEX
$42.5B
$3.17M 0.11%
48,474
+866
+2% +$55.4K
UNP icon
96
Union Pacific
UNP
$178B
$3.17M 0.11%
13,052
-277
-2% -$67.8K
BMOP
97
BNY Mellon Municipal Opportunities ETF
BMOP
$1.76B
$3.11M 0.11%
+126,326
New +$3.14M
SNY icon
98
Sanofi
SNY
$105B
$3.11M 0.11%
64,573
+14,658
+29% +$683K
BTI icon
99
British American Tobacco
BTI
$131B
$3.09M 0.11%
52,848
+4,711
+10% +$279K
TFC icon
100
Truist Financial
TFC
$63.7B
$3.03M 0.11%
65,911
-269
-0.4% -$13.3K
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 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.