AWS
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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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return