Blue Bell Private Wealth Management’s Fulton Financial FULT Stock Holding History

Blue Bell Private 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	$65.2K	Hold	2,697	–	–	0.01%	396
2026 Q1	$54.9K	Hold	2,697	–	–	0.01%	406
2025 Q4	$52.1K	Hold	2,697	–	–	0.01%	408
2025 Q3	$50.2K	Hold	2,697	–	–	0.01%	401
2025 Q2	$48.7K	Hold	2,697	–	–	0.01%	393
2025 Q1	$48.8K	Hold	2,697	–	–	0.01%	379
2024 Q4	$52K	Hold	2,697	–	–	0.01%	349
2024 Q3	$48.9K	Hold	2,697	–	–	0.01%	365
2024 Q2	$45.8K	Hold	2,697	–	–	0.01%	365
2024 Q1	$42.9K	Hold	2,697	–	–	0.01%	369
2023 Q4	$44.4K	Sell	2,697 -2,184	-45%	-$30.6K	0.01%	339
2023 Q3	$59.1K	Buy	4,881 +2,184	+81%	+$28.6K	0.02%	251
2023 Q2	$32.1K	Sell	2,697 -1,000	-27%	-$12.1K	0.01%	306
2023 Q1	$51.1K	Hold	3,697	–	–	0.02%	227
2022 Q4	$62.2K	Buy	3,697 +72	+2%	+$1.26K	0.02%	199
2022 Q3	$57K	Hold	3,625	–	–	0.02%	199
2022 Q2	$52K	Hold	3,625	–	–	0.02%	213
2022 Q1	$60K	Hold	3,625	–	–	0.02%	207
2021 Q4	$62K	Buy	+3,625	New	+$59.7K	0.02%	193
2016 Q4	–	Sell	-3,552	Closed	-$52K	–	315
2016 Q3	$52K	Hold	3,552	–	–	0.03%	200
2016 Q2	$48K	Hold	3,552	–	–	0.03%	216
2016 Q1	$48K	Hold	3,552	–	–	0.03%	222
2015 Q4	$46K	Hold	3,552	–	–	0.03%	222
2015 Q3	$43K	Hold	3,552	–	–	0.03%	233
2015 Q2	$46K	Hold	3,552	–	–	0.03%	230
2015 Q1	$43K	Hold	3,552	–	–	0.03%	233
2014 Q4	$43K	Hold	3,552	–	–	0.03%	240
2014 Q3	$39K	Hold	3,552	–	–	0.02%	256
2014 Q2	$44K	Hold	3,552	–	–	0.03%	232
2014 Q1	$45K	Hold	3,552	–	–	0.03%	198
2013 Q4	$46K	Buy	+3,552	New	+$44.3K	0.04%	199

Other funds holding FULT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Blue Bell Private Wealth Management's FULT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Fulton Financial (FULT) position steady in Q2 2026 at 2,697 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #396.

Blue Bell Private Wealth Management first reported a position in FULT in Q4 2013 and has held it in 31 quarters since. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

Blue Bell Private Wealth Management held 2,697 shares of Fulton Financial worth $65.2K as of Q2 2026.
Blue Bell Private Wealth Management left its Fulton Financial share count unchanged in Q2 2026.
Fulton Financial made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #396 holding.
Blue Bell Private Wealth Management first reported a position in Fulton Financial in Q4 2013 and has held it in 31 quarters since.
376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.