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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
CIBR icon
151
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$1.89M 0.07%
30,119
-852
-3% -$57.1K
VYM icon
152
Vanguard High Dividend Yield ETF
VYM
$81.3B
$1.88M 0.07%
12,714
– –
HBAN icon
153
Huntington Bancshares
HBAN
$34.7B
$1.88M 0.07%
120,311
-16,916
-12% -$289K
WSM icon
154
Williams-Sonoma
WSM
$27.6B
$1.86M 0.07%
10,210
-228
-2% -$45.5K
WFC icon
155
Wells Fargo
WFC
$264B
$1.82M 0.06%
22,887
+600
+3% +$51.5K
VONG icon
156
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$1.82M 0.06%
16,595
+453
+3% +$52.9K
TSN icon
157
Tyson Foods
TSN
$21.4B
$1.8M 0.06%
28,142
-1,138
-4% -$70.7K
VXF icon
158
Vanguard Extended Market ETF
VXF
$30.5B
$1.79M 0.06%
8,697
+3,725
+75% +$797K
GILD icon
159
Gilead Sciences
GILD
$162B
$1.77M 0.06%
12,725
-9,171
-42% -$1.28M
PEG icon
160
Public Service Enterprise Group
PEG
$39.5B
$1.77M 0.06%
21,904
-961
-4% -$78.8K
SYK icon
161
Stryker
SYK
$129B
$1.75M 0.06%
5,332
-149
-3% -$53.5K
STLD icon
162
Steel Dynamics
STLD
$36.1B
$1.74M 0.06%
9,689
-102
-1% -$18.6K
HELO icon
163
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
$1.74M 0.06%
27,209
+7,935
+41% +$525K
REGN icon
164
Regeneron Pharmaceuticals
REGN
$69.9B
$1.73M 0.06%
2,240
-65
-3% -$49.8K
RCL icon
165
Royal Caribbean
RCL
$81.8B
$1.73M 0.06%
6,278
+873
+16% +$260K
XEL icon
166
Xcel Energy
XEL
$50.4B
$1.71M 0.06%
21,490
-8,815
-29% -$691K
JCI icon
167
Johnson Controls International
JCI
$87.5B
$1.7M 0.06%
12,949
+89
+0.7% +$11.5K
CIEN icon
168
Ciena
CIEN
$53.4B
$1.69M 0.06%
4,357
-1,738
-29% -$532K
IJK icon
169
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.69M 0.06%
16,804
+1,791
+12% +$184K
INCY icon
170
Incyte
INCY
$23.7B
$1.69M 0.06%
17,914
-963
-5% -$96.1K
ODFL icon
171
Old Dominion Freight Line
ODFL
$47.2B
$1.66M 0.06%
8,506
+785
+10% +$146K
INTU icon
172
Intuit
INTU
$83.1B
$1.64M 0.06%
3,790
+1,323
+54% +$631K
XLB icon
173
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$1.61M 0.06%
32,292
+5,219
+19% +$262K
NEE icon
174
NextEra Energy
NEE
$185B
$1.6M 0.06%
17,198
-2,287
-12% -$203K
DHR icon
175
Danaher
DHR
$138B
$1.59M 0.06%
8,391
-389
-4% -$82.8K
5 6
7
8 9

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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
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
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NMERB
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HIMC
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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.