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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
STRL icon
126
Sterling Infrastructure
STRL
$20.8B
$2.84M 0.09%
3,387
-488
-13% -$342K
WEC icon
127
WEC Energy
WEC
$36.4B
$2.82M 0.09%
24,135
+3,408
+16% +$389K
IWB icon
128
iShares Russell 1000 ETF
IWB
$48.1B
$2.82M 0.09%
6,881
-567
-8% -$225K
TTE icon
129
TotalEnergies
TTE
$183B
$2.8M 0.09%
36,015
-16,870
-32% -$1.49M
SPY icon
130
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$2.78M 0.08%
3,723
+455
+14% +$330K
CIBR icon
131
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.2B
$2.77M 0.08%
30,880
+761
+3% +$58.4K
CBRE icon
132
CBRE Group
CBRE
$40.8B
$2.75M 0.08%
20,453
-342
-2% -$47.1K
PAYX icon
133
Paychex
PAYX
$40.7B
$2.7M 0.08%
27,433
-428
-2% -$40.5K
IJR icon
134
iShares Core S&P Small-Cap ETF
IJR
$109B
$2.68M 0.08%
18,049
+363
+2% +$49.8K
NGG icon
135
National Grid
NGG
$81.7B
$2.61M 0.08%
31,544
+2,910
+10% +$247K
SO icon
136
Southern Company
SO
$106B
$2.58M 0.08%
26,987
+7,023
+35% +$661K
DGRO icon
137
iShares Core Dividend Growth ETF
DGRO
$41.9B
$2.56M 0.08%
+33,720
New +$2.49M
MO icon
138
Altria Group
MO
$123B
$2.55M 0.08%
35,500
+5,961
+20% +$416K
TSM icon
139
TSMC
TSM
$2.15T
$2.52M 0.08%
5,270
-337
-6% -$137K
MET icon
140
MetLife
MET
$59.7B
$2.5M 0.08%
29,535
-258
-0.9% -$20.8K
RCL icon
141
Royal Caribbean
RCL
$76.5B
$2.46M 0.08%
7,751
+1,473
+23% +$412K
QQQM icon
142
Invesco NASDAQ 100 ETF
QQQM
$97.8B
$2.44M 0.07%
+8,040
New +$2.28M
WSM icon
143
Williams-Sonoma
WSM
$25.9B
$2.38M 0.07%
10,207
-3
-0% -$595
MCD icon
144
McDonald's
MCD
$188B
$2.37M 0.07%
8,767
+57
+0.7% +$16.3K
BURL icon
145
Burlington
BURL
$22B
$2.34M 0.07%
7,399
+181
+3% +$58.4K
MDT icon
146
Medtronic
MDT
$106B
$2.32M 0.07%
29,675
+11,702
+65% +$944K
C icon
147
Citigroup
C
$221B
$2.3M 0.07%
16,457
+4,204
+34% +$547K
ABT icon
148
Abbott
ABT
$176B
$2.3M 0.07%
25,295
+753
+3% +$68.7K
JMST icon
149
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$2.27M 0.07%
44,554
-5,936
-12% -$302K
AMT icon
150
American Tower
AMT
$76.9B
$2.27M 0.07%
13,885
-103
-0.7% -$18.5K
4 5
6
7 8

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MWM
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EWA
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AFG
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PCM
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FEG
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AIP
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NMERB
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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.