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Atria Wealth Solutions’s Fulton Financial FULT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$576K Sell
31,928
-83
-0.3% -$1.42K 0.01% 851
2025
Q1 		$579K Sell
32,011
-196
-0.6% -$3.82K 0.01% 1134
2024
Q4 		$627K Buy
32,207
+147
+0.5% +$2.88K 0.01% 1145
2024
Q3 		$581K Buy
32,060
+2,714
+9% +$49.4K 0.01% 1168
2024
Q2 		$498K Sell
29,346
-9,668
-25% -$157K 0.01% 1238
2024
Q1 		$627K Buy
39,014
+11,730
+43% +$183K 0.01% 1142
2023
Q4 		$454K Hold
27,284
– – 0.01% 1266
2023
Q3 		$335K Hold
27,284
– – ﹤0.01% 1348
2023
Q2 		$330K Hold
27,284
– – ﹤0.01% 1376
2023
Q1 		$381K Hold
27,284
– – 0.01% 1295
2022
Q4 		$463K Buy
+27,284
New +$478K 0.01% 1122

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Atria Wealth Solutions's FULT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fulton Financial (FULT) stake by 0.26% in Q2 2025, selling an estimated $1.42K and leaving 31,928 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #851.

Atria Wealth Solutions first reported a position in FULT in Q4 2022 and has held it in 11 quarters since. The position peaked at $627K in Q4 2024. 313 funds tracked by Wall St. Rank hold FULT as of Q2 2025.

  • Atria Wealth Solutions held 31,928 shares of Fulton Financial worth $576K as of Q2 2025.
  • Atria Wealth Solutions sold 83 Fulton Financial shares in Q2 2025, an estimated $1.42K.
  • Fulton Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #851 holding.
  • Atria Wealth Solutions first reported a position in Fulton Financial in Q4 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's Fulton Financial position peaked at $627K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.