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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
MPC icon
126
Marathon Petroleum
MPC
$91.2B
$2.44M 0.09%
9,974
+204
+2% +$41.2K
NGG icon
127
National Grid
NGG
$81.6B
$2.42M 0.09%
28,634
-11,490
-29% -$990K
AMT icon
128
American Tower
AMT
$77.7B
$2.41M 0.09%
13,988
+11,695
+510% +$2.1M
WEC icon
129
WEC Energy
WEC
$37.1B
$2.4M 0.08%
20,727
+9,646
+87% +$1.08M
APTV icon
130
Aptiv
APTV
$12.2B
$2.38M 0.08%
34,233
-920
-3% -$70.9K
BURL icon
131
Burlington
BURL
$22.5B
$2.35M 0.08%
7,218
-295
-4% -$90.3K
GEV icon
132
GE Vernova
GEV
$265B
$2.32M 0.08%
2,663
+1,614
+154% +$1.26M
PPL
133
PPL Corp
PPL
$27.1B
$2.26M 0.08%
59,097
+356
+0.6% +$13.1K
IJR icon
134
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.2M 0.08%
17,686
+1,902
+12% +$242K
FDX icon
135
FedEx
FDX
$73.5B
$2.18M 0.08%
6,114
+111
+2% +$38.5K
SPY icon
136
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.13M 0.07%
3,268
+706
+28% +$480K
MET icon
137
MetLife
MET
$61.2B
$2.11M 0.07%
29,793
-2,200
-7% -$165K
UNH icon
138
UnitedHealth
UNH
$379B
$2.09M 0.07%
7,710
-1,979
-20% -$589K
TRP icon
139
TC Energy
TRP
$71.2B
$2.09M 0.07%
33,314
-779
-2% -$47K
STZ icon
140
Constellation Brands
STZ
$22.2B
$2.07M 0.07%
13,830
+671
+5% +$104K
AMCR icon
141
Amcor
AMCR
$20.9B
$2.06M 0.07%
51,845
+16,942
+49% +$749K
ACN icon
142
Accenture
ACN
$94.3B
$2.06M 0.07%
10,387
-45
-0.4% -$10.5K
NVT icon
143
nVent Electric
NVT
$24.1B
$1.96M 0.07%
16,579
+8,948
+117% +$1.02M
CRM icon
144
Salesforce
CRM
$142B
$1.96M 0.07%
10,501
-272
-3% -$56.4K
UL icon
145
Unilever
UL
$132B
$1.95M 0.07%
34,241
+10,435
+44% +$699K
MO icon
146
Altria Group
MO
$122B
$1.95M 0.07%
29,539
+2,571
+10% +$165K
LKQ icon
147
LKQ Corp
LKQ
$6.69B
$1.95M 0.07%
66,360
+1,366
+2% +$43.8K
COR icon
148
Cencora
COR
$60.5B
$1.94M 0.07%
6,160
+719
+13% +$251K
SO icon
149
Southern Company
SO
$109B
$1.93M 0.07%
19,964
+368
+2% +$34K
TSM icon
150
TSMC
TSM
$2.07T
$1.89M 0.07%
5,607
-119
-2% -$41K
4 5
6
7 8

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.