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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
+4.65%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
-$36M
Cap. Flow %
-1.26%
Top 10 Hldgs %
31.09%
Holding
697
New
31
Increased
195
Reduced
362
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.03M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.96M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.34M
4
STLD icon
Steel Dynamics
STLD
+$1.09M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$976K

Top Sells

Rank Stock Value
1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.56M
2
KLAC icon
KLA
KLAC
+$1.99M
3
AVGO icon
Broadcom
AVGO
+$1.73M
4
ORCL icon
Oracle
ORCL
+$1.45M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

Rank Sector Weight
1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
101
Vanguard Growth ETF
VUG
$215B
$2.73M 0.1%
34,176
+3,204
+10% +$245K
HBAN icon
102
Huntington Bancshares
HBAN
$34.6B
$2.73M 0.1%
158,011
-1,620
-1% -$27.7K
GS icon
103
Goldman Sachs
GS
$305B
$2.67M 0.09%
3,358
-92
-3% -$68.2K
WAB icon
104
Wabtec
WAB
$50.1B
$2.67M 0.09%
13,311
-1,029
-7% -$203K
USB icon
105
US Bancorp
USB
$98.6B
$2.67M 0.09%
55,176
+7,440
+16% +$352K
XEL icon
106
Xcel Energy
XEL
$50.3B
$2.65M 0.09%
32,910
-1,217
-4% -$88K
VONV icon
107
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$2.62M 0.09%
29,278
+1,772
+6% +$155K
VLO icon
108
Valero Energy
VLO
$90B
$2.61M 0.09%
15,350
+2,057
+15% +$307K
EEM icon
109
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$2.59M 0.09%
48,577
– –
TFC icon
110
Truist Financial
TFC
$63.5B
$2.59M 0.09%
56,678
+1,059
+2% +$47.7K
FE icon
111
FirstEnergy
FE
$28.5B
$2.57M 0.09%
56,077
+2,492
+5% +$106K
BTI icon
112
British American Tobacco
BTI
$131B
$2.56M 0.09%
48,313
+1,590
+3% +$86.3K
MET icon
113
MetLife
MET
$61.2B
$2.56M 0.09%
31,038
-1,391
-4% -$109K
CRM icon
114
Salesforce
CRM
$144B
$2.55M 0.09%
10,773
-153
-1% -$38.6K
ANET icon
115
Arista Networks
ANET
$213B
$2.55M 0.09%
17,483
-8
-0% -$1.03K
FAST icon
116
Fastenal
FAST
$54.3B
$2.45M 0.09%
49,939
-1,959
-4% -$92.6K
UBER icon
117
Uber
UBER
$139B
$2.44M 0.09%
24,893
-178
-0.7% -$16.6K
KMB icon
118
Kimberly-Clark
KMB
$37B
$2.42M 0.08%
19,475
+4,348
+29% +$562K
SNY icon
119
Sanofi
SNY
$106B
$2.42M 0.08%
51,248
-1,947
-4% -$94K
ETN icon
120
Eaton
ETN
$152B
$2.37M 0.08%
6,344
-5
-0.1% -$1.82K
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.34M 0.08%
39,048
-2,659
-6% -$155K
DELL icon
122
Dell
DELL
$273B
$2.23M 0.08%
15,697
+172
+1% +$22.3K
FISV
123
Fiserv Inc
FISV
$28B
$2.18M 0.08%
16,873
+463
+3% +$66.3K
LMT icon
124
Lockheed Martin
LMT
$135B
$2.16M 0.08%
4,335
-104
-2% -$47.2K
PPL
125
PPL Corp
PPL
$27B
$2.16M 0.08%
58,159
-1,025
-2% -$36.8K
3 4
5
6 7

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BCI
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MWM
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Fulton Bank held 697 positions worth $2.86B, up 5.7% from $2.71B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q3 2025 filing shows 31 new, 195 increased, 362 reduced and 30 closed positions. Its largest new stake was Steel Dynamics: 8,334 shares worth $1.16M. The largest sale was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $5.56M.

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 Q3 2025 buy was Steel Dynamics: 8,334 shares worth $1.16M.
  • Fulton Bank added most to Dimensional US High Profitability ETF in Q3 2025, an estimated $5.03M increase.
  • Fulton Bank's biggest Q3 2025 reduction was KLA, cutting an estimated $1.99M.
  • Fulton Bank fully exited Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2025, selling an estimated $5.56M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.86B portfolio in Q3 2025.
  • Fulton Bank opened 31 new positions and closed 30 in Q3 2025.
  • Fulton Bank's portfolio value rose 5.7% quarter-over-quarter to $2.86B.

Based on Fulton Bank's 13F filing for Q3 2025, filed 21 Oct 2025.