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 Q2	$334K	Sell	13,811 -4,228	-23%	-$92.7K	0.18%	104
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 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

Comprehensive Financial Planning's FULT Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Fulton Financial (FULT) stake by 23% in Q2 2026, selling an estimated $92.7K and leaving 13,811 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #104.

Comprehensive Financial Planning first reported a position in FULT in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2026. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

Comprehensive Financial Planning held 13,811 shares of Fulton Financial worth $334K as of Q2 2026.
Comprehensive Financial Planning sold 4,228 Fulton Financial shares in Q2 2026, an estimated $92.7K.
Fulton Financial made up 0.18% of Comprehensive Financial Planning's portfolio in Q2 2026, its #104 holding.
Comprehensive Financial Planning first reported a position in Fulton Financial in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Fulton Financial position peaked at $367K in Q1 2026.
376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.