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Clearstead Advisors’s Fulton Financial FULT Stock Holding History

Clearstead Advisors’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 		$1.29M Buy
53,334
+12,021
+29% +$263K 0.01% 486
2026
Q1 		$840K Hold
41,313
– – 0.01% 573
2025
Q4 		$799K Sell
41,313
-55
-0.1% -$1.01K 0.01% 531
2025
Q3 		$771K Buy
41,368
+55
+0.1% +$1.04K 0.01% 516
2025
Q2 		$745K Sell
41,313
-30
-0.1% -$512 0.01% 505
2025
Q1 		$748K Sell
41,343
-10,225
-20% -$199K 0.01% 473
2024
Q4 		$994K Hold
51,568
– – 0.02% 411
2024
Q3 		$935K Sell
51,568
-5,151
-9% -$93.8K 0.01% 433
2024
Q2 		$963K Buy
56,719
+10,255
+22% +$166K 0.02% 404
2024
Q1 		$806K Hold
46,464
– – 0.04% 256
2023
Q4 		$765K Hold
46,464
– – 0.04% 257
2023
Q3 		$563K Hold
46,464
– – 0.03% 277
2023
Q2 		$554K Hold
46,464
– – 0.03% 279
2023
Q1 		$642K Sell
46,464
-5,000
-10% -$80.9K 0.05% 227
2022
Q4 		$866K Hold
51,464
– – 0.07% 184
2022
Q3 		$813K Hold
51,464
– – 0.07% 173
2022
Q2 		$744K Hold
51,464
– – 0.06% 201
2022
Q1 		$855K Hold
51,464
– – 0.06% 195
2021
Q4 		$875K Hold
51,464
– – 0.06% 194
2021
Q3 		$786K Hold
51,464
– – 0.06% 196
2021
Q2 		$812K Sell
51,464
-2,000
-4% -$34.1K 0.06% 186
2021
Q1 		$910K Hold
53,464
– – 0.08% 165
2020
Q4 		$680K Sell
53,464
-2,950
-5% -$35.1K 0.06% 182
2020
Q3 		$526K Hold
56,414
– – 0.06% 176
2020
Q2 		$594K Buy
56,414
+29,414
+109% +$319K 0.07% 167
2020
Q1 		$310K Sell
27,000
-8,000
-23% -$123K 0.05% 195
2019
Q4 		$610K Sell
35,000
-29,414
-46% -$500K 0.07% 160
2019
Q3 		$1.04M Buy
64,414
+29,414
+84% +$479K 0.14% 116
2019
Q2 		$573K Hold
35,000
– – 0.08% 159
2019
Q1 		$542K Hold
35,000
– – 0.07% 159
2018
Q4 		$542K Buy
+35,000
New +$570K 0.08% 151

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clearstead Advisors's FULT Position: Q2 2026 in Review

Clearstead Advisors increased its Fulton Financial (FULT) stake by 29% in Q2 2026, buying an estimated $263K and bringing the position to 53,334 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #486.

Clearstead Advisors first reported a position in FULT in Q4 2018 and has held it in 31 quarters since. 375 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Clearstead Advisors held 53,334 shares of Fulton Financial worth $1.29M as of Q2 2026.
  • Clearstead Advisors bought 12,021 Fulton Financial shares in Q2 2026, an estimated $263K.
  • Fulton Financial made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #486 holding.
  • Clearstead Advisors first reported a position in Fulton Financial in Q4 2018 and has held it in 31 quarters since.
  • 375 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.