Fulton Bank’s Community Bank CBU Stock Holding History

Fulton Bank’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$793K	Buy	11,817 +925	+8%	+$58.5K	0.02%	374
2026 Q1	$639K	Sell	10,892 -431	-4%	-$26.4K	0.02%	394
2025 Q4	$650K	Buy	11,323 +358	+3%	+$20.6K	0.02%	385
2025 Q3	$643K	Buy	10,965 +1,085	+11%	+$62.8K	0.02%	380
2025 Q2	$562K	Buy	9,880 +125	+1%	+$6.94K	0.02%	402
2025 Q1	$555K	Buy	9,755 +249	+3%	+$15.4K	0.02%	383
2024 Q4	$586K	Buy	9,506 +1,428	+18%	+$91.4K	0.02%	383
2024 Q3	$469K	Buy	8,078 +702	+10%	+$40.2K	0.02%	430
2024 Q2	$348K	Buy	7,376 +900	+14%	+$40.7K	0.01%	483
2024 Q1	$311K	Buy	6,476 +617	+11%	+$28.8K	0.01%	496
2023 Q4	$305K	Buy	5,859 +607	+12%	+$27.3K	0.01%	473
2023 Q3	$222K	Buy	+5,252	New	+$249K	0.01%	527
2023 Q2	–	Sell	-4,419	Closed	-$232K	–	564
2023 Q1	$232K	Buy	4,419 +238	+6%	+$13.9K	0.01%	502
2022 Q4	$263K	Buy	+4,181	New	+$261K	0.01%	434

Other funds holding CBU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return