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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
Q2 		$578K Buy
23,872
+836
+4% +$18.3K ﹤0.01% 1151
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AE Wealth Management's FULT Position: Q2 2026 in Review

AE Wealth Management increased its Fulton Financial (FULT) stake by 3.6% in Q2 2026, buying an estimated $18.3K and bringing the position to 23,872 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

AE Wealth Management first reported a position in FULT in Q3 2023 and has held it in 10 quarters since. The position peaked at $710K in Q4 2023. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • AE Wealth Management held 23,872 shares of Fulton Financial worth $578K as of Q2 2026.
  • AE Wealth Management bought 836 Fulton Financial shares in Q2 2026, an estimated $18.3K.
  • Fulton Financial made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1151 holding.
  • AE Wealth Management first reported a position in Fulton Financial in Q3 2023 and has held it in 10 quarters since.
  • AE Wealth Management's Fulton Financial position peaked at $710K in Q4 2023.
  • 376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.