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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
AAPL icon
1
Apple
AAPL
$4.77T
$69.6M 2.45%
274,061
-1,949
-0.7% -$507K
NVDA icon
2
NVIDIA
NVDA
$4.98T
$58.5M 2.06%
335,359
-6,164
-2% -$1.13M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$978B
$47.8M 1.68%
79,943
+6,786
+9% +$4.24M
MSFT icon
4
Microsoft
MSFT
$2.97T
$43.7M 1.54%
118,042
-3,627
-3% -$1.52M
DUHP icon
5
Dimensional US High Profitability ETF
DUHP
$12.3B
$39.7M 1.4%
1,080,249
+43,393
+4% +$1.66M
IVV icon
6
iShares Core S&P 500 ETF
IVV
$885B
$39.4M 1.39%
60,252
+1,357
+2% +$927K
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$125B
$32M 1.13%
300,064
-9,152
-3% -$1.04M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.34T
$29.7M 1.05%
103,430
-1,553
-1% -$488K
AMZN icon
9
Amazon
AMZN
$2.72T
$29M 1.02%
139,442
+2,569
+2% +$566K
AVGO icon
10
Broadcom
AVGO
$1.82T
$27.5M 0.97%
88,797
-452
-0.5% -$149K
META icon
11
Meta Platforms (Facebook)
META
$1.64T
$25.5M 0.9%
44,605
+1,478
+3% +$947K
FULT icon
12
Fulton Financial
FULT
$4.7B
$24M 0.85%
1,179,778
-21,500
-2% -$443K
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$81.8B
$23.3M 0.82%
109,077
+2,542
+2% +$557K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.33T
$19.3M 0.68%
67,372
-444
-0.7% -$139K
VSLU icon
15
Applied Finance Valuation Large Cap ETF
VSLU
$547M
$14.9M 0.52%
356,192
+38,169
+12% +$1.67M
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$14.2M 0.5%
632,365
+267,315
+73% +$6.01M
JPM icon
17
JPMorgan Chase
JPM
$904B
$14.1M 0.5%
48,031
+1,486
+3% +$451K
MA icon
18
Mastercard
MA
$483B
$14M 0.5%
28,109
-455
-2% -$240K
LLY icon
19
Eli Lilly
LLY
$1.04T
$12.8M 0.45%
13,915
+268
+2% +$272K
KLAC icon
20
KLA
KLAC
$277B
$12.8M 0.45%
86,790
-17,330
-17% -$2.54M
TSLA icon
21
Tesla
TSLA
$1.41T
$11.4M 0.4%
30,756
+512
+2% +$211K
ABBV icon
22
AbbVie
ABBV
$449B
$10.6M 0.37%
48,582
+1,496
+3% +$332K
XOM icon
23
ExxonMobil
XOM
$615B
$10.1M 0.36%
59,616
-4,636
-7% -$677K
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.3B
$10.1M 0.36%
104,049
+282
+0.3% +$28.2K
IEFA icon
25
iShares Core MSCI EAFE ETF
IEFA
$186B
$9.94M 0.35%
109,781
+17,225
+19% +$1.61M
1
2 3 4 5

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BCI
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MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AFG
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PCM
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FEG
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AIP
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NMERB
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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.