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Comprehensive Financial Planning’s Fulton Financial FULT Stock Holding History

Comprehensive Financial Planning’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
Q1 		$367K Hold
18,039
– – 0.25% 81
2025
Q4 		$349K Buy
18,039
+443
+3% +$8.15K 0.23% 85
2025
Q3 		$328K Buy
17,596
+2,000
+13% +$37.8K 0.22% 82
2025
Q2 		$281K Hold
15,596
– – 0.22% 87
2025
Q1 		$282K Hold
15,596
– – 0.27% 72
2024
Q4 		$301K Buy
+15,596
New +$305K 0.25% 72

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Comprehensive Financial Planning's FULT Position: Q1 2026 in Review

Comprehensive Financial Planning held its Fulton Financial (FULT) position steady in Q1 2026 at 18,039 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #81.

Comprehensive Financial Planning first reported a position in FULT in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

  • Comprehensive Financial Planning held 18,039 shares of Fulton Financial worth $367K as of Q1 2026.
  • Comprehensive Financial Planning left its Fulton Financial share count unchanged in Q1 2026.
  • Fulton Financial made up 0.25% of Comprehensive Financial Planning's portfolio in Q1 2026, its #81 holding.
  • Comprehensive Financial Planning first reported a position in Fulton Financial in Q4 2024 and has held it in 6 quarters since.
  • 335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.