Castleview Partners
FULC icon

Castleview Partners’s Fulcrum Therapeutics FULC Stock Holding History

Castleview Partners’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.6K Sell
19,092
-8
-0% -$30 0.03% 212
2026
Q2 		$69.9K Buy
+19,100
New +$116K 0.03% 220

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Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Castleview Partners's FULC Position: Q3 2026 in Review

Castleview Partners reduced its Fulcrum Therapeutics (FULC) stake by 0.04% in Q3 2026, selling an estimated $30 and leaving 19,092 shares worth $70.6K. The position accounts for 0.03% of the portfolio, ranked #212.

Castleview Partners first reported a position in FULC in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FULC as of Q3 2026.

  • Castleview Partners held 19,092 shares of Fulcrum Therapeutics worth $70.6K as of Q3 2026.
  • Castleview Partners sold 8 Fulcrum Therapeutics shares in Q3 2026, an estimated $30.
  • Fulcrum Therapeutics made up 0.03% of Castleview Partners's portfolio in Q3 2026, its #212 holding.
  • Castleview Partners first reported a position in Fulcrum Therapeutics in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.