AssetMark Inc’s Fulton Financial FULT Stock Holding History

AssetMark Inc’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	$3.03K	Sell	149 -20	-12%	-$412	﹤0.01%	2734
2025 Q4	$3.27K	Buy	169 +117	+225%	+$2.15K	﹤0.01%	2620
2025 Q3	$969	Sell	52 -249	-83%	-$4.71K	﹤0.01%	2789
2025 Q2	$5.43K	Buy	+301	New	+$5.14K	﹤0.01%	2115
2021 Q3	–	Sell	-11,980	Closed	-$189K	–	1440
2021 Q2	$189K	Hold	11,980	–	–	﹤0.01%	582
2021 Q1	$204K	Hold	11,980	–	–	﹤0.01%	553
2020 Q4	$152K	Hold	11,980	–	–	﹤0.01%	579
2020 Q3	$112K	Hold	11,980	–	–	﹤0.01%	581
2020 Q2	$126K	Hold	11,980	–	–	﹤0.01%	551
2020 Q1	$138K	Hold	11,980	–	–	﹤0.01%	539
2019 Q4	$209K	Hold	11,980	–	–	﹤0.01%	533
2019 Q3	$194K	Hold	11,980	–	–	﹤0.01%	499
2019 Q2	$196K	Hold	11,980	–	–	﹤0.01%	465
2019 Q1	$185K	Hold	11,980	–	–	﹤0.01%	458
2018 Q4	$185K	Hold	11,980	–	–	﹤0.01%	454
2018 Q3	$199K	Hold	11,980	–	–	﹤0.01%	459
2018 Q2	$198K	Hold	11,980	–	–	﹤0.01%	457
2018 Q1	$213K	Sell	11,980 -70	-0.6%	-$1.29K	﹤0.01%	439
2017 Q4	$216K	Buy	12,050 +70	+0.6%	+$1.29K	﹤0.01%	460
2017 Q3	$225K	Hold	11,980	–	–	﹤0.01%	454
2017 Q2	$228K	Hold	11,980	–	–	﹤0.01%	424
2017 Q1	$214K	Hold	11,980	–	–	﹤0.01%	407
2016 Q4	$225K	Hold	11,980	–	–	﹤0.01%	396
2016 Q3	$174K	Hold	11,980	–	–	﹤0.01%	412
2016 Q2	$162K	Hold	11,980	–	–	﹤0.01%	420
2016 Q1	$160K	Hold	11,980	–	–	﹤0.01%	392
2015 Q4	$156K	Buy	+11,980	New	+$161K	﹤0.01%	461

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

AssetMark Inc's FULT Position: Q1 2026 in Review

AssetMark Inc reduced its Fulton Financial (FULT) stake by 12% in Q1 2026, selling an estimated $412 and leaving 149 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

AssetMark Inc first reported a position in FULT in Q4 2015 and has held it in 27 quarters since. The position peaked at $228K in Q2 2017. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

AssetMark Inc held 149 shares of Fulton Financial worth $3.03K as of Q1 2026.
AssetMark Inc sold 20 Fulton Financial shares in Q1 2026, an estimated $412.
Fulton Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2734 holding.
AssetMark Inc first reported a position in Fulton Financial in Q4 2015 and has held it in 27 quarters since.
AssetMark Inc's Fulton Financial position peaked at $228K in Q2 2017.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.