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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
AXP icon
101
American Express
AXP
$229B
$2.99M 0.11%
9,892
+1,110
+13% +$372K
GS icon
102
Goldman Sachs
GS
$309B
$2.96M 0.1%
3,501
-21
-0.6% -$18.7K
AMP icon
103
Ameriprise Financial
AMP
$47.6B
$2.96M 0.1%
6,663
-132
-2% -$63.6K
CAT icon
104
Caterpillar
CAT
$402B
$2.95M 0.1%
4,161
+260
+7% +$180K
HPQ icon
105
HP
HPQ
$24.3B
$2.9M 0.1%
150,825
+16,287
+12% +$317K
GE icon
106
GE Aerospace
GE
$375B
$2.89M 0.1%
10,195
+29
+0.3% +$9.11K
VEA icon
107
Vanguard FTSE Developed Markets ETF
VEA
$227B
$2.87M 0.1%
44,720
+1,317
+3% +$86.9K
ORLY icon
108
O'Reilly Automotive
ORLY
$75.1B
$2.85M 0.1%
30,896
+1,271
+4% +$119K
USB icon
109
US Bancorp
USB
$98.9B
$2.84M 0.1%
54,526
-584
-1% -$32.1K
CBRE icon
110
CBRE Group
CBRE
$42.1B
$2.82M 0.1%
20,795
-767
-4% -$117K
ETN icon
111
Eaton
ETN
$155B
$2.81M 0.1%
7,851
+730
+10% +$260K
BKNG icon
112
Booking.com
BKNG
$145B
$2.79M 0.1%
16,575
+850
+5% +$156K
EEM icon
113
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.79M 0.1%
49,076
+80
+0.2% +$4.71K
DKS icon
114
Dick's Sporting Goods
DKS
$18.4B
$2.76M 0.1%
13,913
-115
-0.8% -$23.3K
MCD icon
115
McDonald's
MCD
$192B
$2.71M 0.1%
8,710
-132
-1% -$42.1K
CME icon
116
CME Group
CME
$92.3B
$2.7M 0.1%
9,143
+2,756
+43% +$819K
DHI icon
117
D.R. Horton
DHI
$41.3B
$2.69M 0.09%
19,580
+1,149
+6% +$174K
SHW icon
118
Sherwin-Williams
SHW
$80.7B
$2.68M 0.09%
8,364
-69
-0.8% -$23.8K
IWB icon
119
iShares Russell 1000 ETF
IWB
$47.7B
$2.66M 0.09%
7,448
+682
+10% +$254K
JMST icon
120
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$2.57M 0.09%
50,490
+11,751
+30% +$600K
PAYX icon
121
Paychex
PAYX
$41.1B
$2.57M 0.09%
27,861
+16,588
+147% +$1.64M
ABT icon
122
Abbott
ABT
$182B
$2.52M 0.09%
24,542
+1,122
+5% +$127K
PLTR icon
123
Palantir
PLTR
$315B
$2.49M 0.09%
17,040
+448
+3% +$68.5K
VUG icon
124
Vanguard Growth ETF
VUG
$216B
$2.47M 0.09%
33,996
– –
ROP icon
125
Roper Technologies
ROP
$37.1B
$2.47M 0.09%
6,981
+300
+4% +$111K
3 4
5
6 7

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.