AE Wealth Management’s Fulton Financial FULT Stock Holding History

AE Wealth Management’s Portfolio FULT Stock Details FULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$469K	Buy	23,036 +1,530	+7%	+$31.5K	﹤0.01%	1146
2025 Q4	$416K	Buy	21,506 +3,676	+21%	+$67.7K	﹤0.01%	1146
2025 Q3	$332K	Buy	17,830 +3,370	+23%	+$63.8K	﹤0.01%	1145
2025 Q2	$261K	Sell	14,460 -2,968	-17%	-$50.7K	﹤0.01%	1175
2025 Q1	$315K	Sell	17,428 -2,485	-12%	-$48.4K	﹤0.01%	1066
2024 Q4	$384K	Buy	+19,913	New	+$390K	﹤0.01%	996
2024 Q3	–	Sell	-10,155	Closed	-$172K	–	1271
2024 Q2	$172K	Buy	+10,155	New	+$165K	﹤0.01%	1177
2024 Q1	–	Sell	-43,397	Closed	-$710K	–	1457
2023 Q4	$710K	Buy	43,397 +30,546	+238%	+$429K	﹤0.01%	1287
2023 Q3	$156K	Buy	+12,851	New	+$168K	﹤0.01%	1809

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AE Wealth Management's FULT Position: Q1 2026 in Review

AE Wealth Management increased its Fulton Financial (FULT) stake by 7.1% in Q1 2026, buying an estimated $31.5K and bringing the position to 23,036 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

AE Wealth Management first reported a position in FULT in Q3 2023 and has held it in 9 quarters since. The position peaked at $710K in Q4 2023. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

AE Wealth Management held 23,036 shares of Fulton Financial worth $469K as of Q1 2026.
AE Wealth Management bought 1,530 Fulton Financial shares in Q1 2026, an estimated $31.5K.
Fulton Financial made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1146 holding.
AE Wealth Management first reported a position in Fulton Financial in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Fulton Financial position peaked at $710K in Q4 2023.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.