Cornerstone Planning Group
FULT icon

Cornerstone Planning Group’s Fulton Financial FULT Stock Holding History

Cornerstone Planning Group’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 		– Sell
-17
Closed -$419 – 740
2026
Q2 		$419 Hold
17
– – ﹤0.01% 1744
2026
Q1 		$367 Hold
17
– – ﹤0.01% 1714
2025
Q4 		$343 Buy
+17
New +$313 ﹤0.01% 1587

Other funds holding FULT

Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cornerstone Planning Group's FULT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fulton Financial (FULT) in Q3 2026, closing a stake of 17 shares — an estimated $419 sold.

Cornerstone Planning Group first reported a position in FULT in Q4 2025 and held it in 3 quarters. The position peaked at $419 in Q2 2026. 35 funds tracked by Wall St. Rank hold FULT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fulton Financial position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Fulton Financial shares in Q3 2026, an estimated $419.
  • Cornerstone Planning Group first reported a position in Fulton Financial in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Fulton Financial position peaked at $419 in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.