We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+6.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.71B
AUM Growth
+$231M
Cap. Flow
-$9.19M
Cap. Flow %
-0.34%
Top 10 Hldgs %
30.69%
Holding
696
New
57
Increased
233
Reduced
337
Closed
30

Top Buys

Rank Stock Value
1
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$27.7M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.35M
4
BTI icon
British American Tobacco
BTI
+$2.07M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$5.7M
2
BMY icon
Bristol-Myers Squibb
BMY
+$2M
3
PM icon
Philip Morris
PM
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
151
KKR & Co
KKR
$89.2B
$1.8M 0.07%
13,507
-2,368
-15% -$277K
ANET icon
152
Arista Networks
ANET
$219B
$1.79M 0.07%
17,491
-1,716
-9% -$148K
COIN icon
153
Coinbase
COIN
$41.7B
$1.79M 0.07%
5,104
-71
-1% -$16.6K
VLO icon
154
Valero Energy
VLO
$89.8B
$1.79M 0.07%
13,293
-107
-0.8% -$13.3K
WSM icon
155
Williams-Sonoma
WSM
$26.7B
$1.78M 0.07%
10,866
-109
-1% -$17.1K
VYM icon
156
Vanguard High Dividend Yield ETF
VYM
$81.1B
$1.74M 0.06%
13,015
– –
LPLA icon
157
LPL Financial
LPLA
$26.3B
$1.72M 0.06%
4,583
+415
+10% +$145K
SKYY icon
158
First Trust Cloud Computing ETF
SKYY
$2.74B
$1.72M 0.06%
14,111
+21
+0.1% +$2.29K
T icon
159
AT&T
T
$165B
$1.71M 0.06%
59,072
-29,098
-33% -$802K
BX icon
160
Blackstone
BX
$104B
$1.7M 0.06%
11,375
+239
+2% +$32.8K
PANW icon
161
Palo Alto Networks
PANW
$264B
$1.7M 0.06%
8,308
-868
-9% -$161K
NEE icon
162
NextEra Energy
NEE
$187B
$1.64M 0.06%
23,636
-7,553
-24% -$525K
MPC icon
163
Marathon Petroleum
MPC
$90.3B
$1.64M 0.06%
9,875
+256
+3% +$38.4K
MMM icon
164
3M
MMM
$89B
$1.61M 0.06%
10,608
-368
-3% -$52.6K
WFC icon
165
Wells Fargo
WFC
$261B
$1.61M 0.06%
20,132
+1,594
+9% +$115K
DTE icon
166
DTE Energy
DTE
$31.1B
$1.61M 0.06%
12,176
-925
-7% -$124K
UPS icon
167
United Parcel Service
UPS
$97.6B
$1.6M 0.06%
15,844
-2,297
-13% -$226K
INCY icon
168
Incyte
INCY
$23.5B
$1.6M 0.06%
23,441
-717
-3% -$45.4K
RCL icon
169
Royal Caribbean
RCL
$78.7B
$1.57M 0.06%
5,023
+41
+0.8% +$9.76K
MTD icon
170
Mettler-Toledo International
MTD
$26.8B
$1.56M 0.06%
1,332
-15
-1% -$16.8K
IJR icon
171
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.55M 0.06%
14,151
+1,511
+12% +$156K
BMO icon
172
Bank of Montreal
BMO
$125B
$1.54M 0.06%
13,949
-493
-3% -$49.7K
COF icon
173
Capital One
COF
$124B
$1.51M 0.06%
7,092
+4,200
+145% +$784K
VONG icon
174
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$1.49M 0.06%
13,629
+4,356
+47% +$429K
KVUE icon
175
Kenvue
KVUE
$37B
$1.48M 0.05%
70,816
-8,072
-10% -$184K
5 6
7
8 9

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 Q2 2025 Portfolio in Review

As of Q2 2025, Fulton Bank held 696 positions worth $2.71B, up 9.3% from $2.48B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2025 filing shows 57 new, 233 increased, 337 reduced and 30 closed positions. Its largest new stake was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M. The largest sale was Fulton Financial, an estimated $5.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q2 2025 buy was Dimensional US High Profitability ETF: 829,280 shares worth $29.5M.
  • Fulton Bank added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $2.72M increase.
  • Fulton Bank's biggest Q2 2025 reduction was Fulton Financial, cutting an estimated $5.7M.
  • Fulton Bank fully exited Paychex in Q2 2025, selling an estimated $962K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.71B portfolio in Q2 2025.
  • Fulton Bank opened 57 new positions and closed 30 in Q2 2025.
  • Fulton Bank's portfolio value rose 9.3% quarter-over-quarter to $2.71B.

Based on Fulton Bank's 13F filing for Q2 2025, filed 10 Jul 2025.