Concurrent Investment Advisors
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Concurrent Investment Advisors’s Fulton Financial FULT Stock Holding History

Concurrent Investment 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
Q3 		$297K Buy
13,158
+3,894
+42% +$93.3K ﹤0.01% 1887
2026
Q2 		$224K Buy
+9,264
New +$203K ﹤0.01% 1877

Other funds holding FULT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Concurrent Investment Advisors's FULT Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Fulton Financial (FULT) stake by 42% in Q3 2026, buying an estimated $93.3K and bringing the position to 13,158 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Concurrent Investment Advisors first reported a position in FULT in Q2 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold FULT as of Q3 2026.

  • Concurrent Investment Advisors held 13,158 shares of Fulton Financial worth $297K as of Q3 2026.
  • Concurrent Investment Advisors bought 3,894 Fulton Financial shares in Q3 2026, an estimated $93.3K.
  • Fulton Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1887 holding.
  • Concurrent Investment Advisors first reported a position in Fulton Financial in Q2 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.