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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
MNST icon
201
Monster Beverage
MNST
$92.4B
$1.57M 0.05%
16,285
+34
+0.2% +$2.86K
KIM icon
202
Kimco Realty
KIM
$17.6B
$1.56M 0.05%
61,650
-387
-0.6% -$9.29K
DTE icon
203
DTE Energy
DTE
$30.2B
$1.56M 0.05%
10,220
-350
-3% -$51.1K
CRM icon
204
Salesforce
CRM
$139B
$1.55M 0.05%
9,921
-580
-6% -$102K
NEE icon
205
NextEra Energy
NEE
$183B
$1.55M 0.05%
17,656
+458
+3% +$41.4K
DY icon
206
Dycom Industries
DY
$12.7B
$1.53M 0.05%
3,019
+138
+5% +$60.3K
TDY icon
207
Teledyne Technologies
TDY
$30B
$1.51M 0.05%
2,264
+138
+6% +$87K
COR icon
208
Cencora
COR
$59B
$1.49M 0.05%
5,268
-892
-14% -$257K
GILD icon
209
Gilead Sciences
GILD
$162B
$1.49M 0.05%
11,794
-931
-7% -$123K
KKR icon
210
KKR & Co
KKR
$87.2B
$1.49M 0.05%
16,231
+179
+1% +$17.4K
BNY
211
Bank of New York Mellon
BNY
$109B
$1.45M 0.04%
10,035
-2,753
-22% -$376K
FISV
212
Fiserv Inc
FISV
$27B
$1.45M 0.04%
29,492
+5,386
+22% +$301K
UBER icon
213
Uber
UBER
$146B
$1.44M 0.04%
19,897
+485
+2% +$35.6K
DGRW icon
214
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$1.43M 0.04%
14,982
+3,573
+31% +$338K
CLS icon
215
Celestica
CLS
$39B
$1.41M 0.04%
3,854
-25
-0.6% -$9.38K
DE icon
216
Deere & Co
DE
$158B
$1.41M 0.04%
2,215
+113
+5% +$65.5K
LPLA icon
217
LPL Financial
LPLA
$26.3B
$1.39M 0.04%
4,951
-12
-0.2% -$3.6K
DHR icon
218
Danaher
DHR
$127B
$1.39M 0.04%
7,321
-1,070
-13% -$194K
IJJ icon
219
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.8B
$1.39M 0.04%
9,431
-110
-1% -$15.6K
MTSI icon
220
MACOM Technology Solutions
MTSI
$21.6B
$1.38M 0.04%
3,629
-99
-3% -$32.8K
O icon
221
Realty Income
O
$60.6B
$1.37M 0.04%
22,145
-991
-4% -$61.8K
USFD icon
222
US Foods
USFD
$20.9B
$1.37M 0.04%
13,419
+1,215
+10% +$108K
POOL icon
223
Pool Corp
POOL
$7.16B
$1.36M 0.04%
6,338
+4,295
+210% +$857K
NXPI icon
224
NXP Semiconductors
NXPI
$69B
$1.36M 0.04%
4,839
+522
+12% +$144K
VGT icon
225
Vanguard Information Technology ETF
VGT
$142B
$1.35M 0.04%
11,280
– –
7 8
9
10 11

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 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

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.