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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
CHRW icon
176
C.H. Robinson
CHRW
$20.6B
$1.59M 0.06%
9,570
+5,213
+120% +$932K
MTD icon
177
Mettler-Toledo International
MTD
$27B
$1.59M 0.06%
1,258
-11
-0.9% -$14.8K
KMB icon
178
Kimberly-Clark
KMB
$37B
$1.59M 0.06%
16,443
-2,300
-12% -$235K
HUBB icon
179
Hubbell
HUBB
$26.3B
$1.58M 0.06%
3,222
+86
+3% +$42.2K
STRL icon
180
Sterling Infrastructure
STRL
$19.5B
$1.58M 0.06%
3,875
-8
-0.2% -$3.13K
SBUX icon
181
Starbucks
SBUX
$118B
$1.58M 0.06%
17,595
+511
+3% +$48.3K
PANW icon
182
Palo Alto Networks
PANW
$259B
$1.56M 0.05%
9,718
+2,200
+29% +$370K
MDT icon
183
Medtronic
MDT
$108B
$1.56M 0.05%
17,973
+5,179
+40% +$496K
VB icon
184
Vanguard Small-Cap ETF
VB
$79.9B
$1.55M 0.05%
5,912
– –
DTE icon
185
DTE Energy
DTE
$30.6B
$1.55M 0.05%
10,570
-343
-3% -$48.2K
CVS icon
186
CVS Health
CVS
$137B
$1.54M 0.05%
21,466
-885
-4% -$68.2K
ICE icon
187
Intercontinental Exchange
ICE
$84.1B
$1.52M 0.05%
9,658
-104
-1% -$17K
BNY
188
Bank of New York Mellon
BNY
$107B
$1.52M 0.05%
12,788
– –
SKYY icon
189
First Trust Cloud Computing ETF
SKYY
$2.78B
$1.51M 0.05%
13,832
-28
-0.2% -$3.26K
VBR icon
190
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.5M 0.05%
6,895
– –
LPLA icon
191
LPL Financial
LPLA
$26.5B
$1.49M 0.05%
4,963
+254
+5% +$85.2K
KKR icon
192
KKR & Co
KKR
$91.3B
$1.48M 0.05%
16,052
+2,964
+23% +$312K
LECO icon
193
Lincoln Electric
LECO
$14.1B
$1.47M 0.05%
5,913
+4
+0.1% +$1.07K
NEM icon
194
Newmont
NEM
$98.5B
$1.46M 0.05%
13,489
-2,461
-15% -$284K
AZN icon
195
AstraZeneca
AZN
$263B
$1.44M 0.05%
7,295
-416
-5% -$80.2K
O icon
196
Realty Income
O
$61.1B
$1.42M 0.05%
23,136
-10,855
-32% -$680K
AMD icon
197
Advanced Micro Devices
AMD
$807B
$1.41M 0.05%
6,935
-378
-5% -$80.7K
UBER icon
198
Uber
UBER
$139B
$1.4M 0.05%
19,412
-396
-2% -$30.5K
KIM icon
199
Kimco Realty
KIM
$17.8B
$1.39M 0.05%
+62,037
New +$1.37M
C icon
200
Citigroup
C
$223B
$1.39M 0.05%
12,253
-1,028
-8% -$117K
6 7
8
9 10

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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
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.