FB
LPLA icon

Fulton Bank’s LPL Financial LPLA Stock Holding History

Fulton Bank’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Sell
4,951
-12
-0.2% -$3.6K 0.04% 271
2026
Q1 		$1.49M Buy
4,963
+254
+5% +$85.2K 0.05% 243
2025
Q4 		$1.68M Buy
4,709
+77
+2% +$27.2K 0.06% 220
2025
Q3 		$1.54M Buy
4,632
+49
+1% +$17.8K 0.05% 224
2025
Q2 		$1.72M Buy
4,583
+415
+10% +$145K 0.06% 212
2025
Q1 		$1.36M Sell
4,168
-679
-14% -$236K 0.06% 227
2024
Q4 		$1.58M Buy
4,847
+641
+15% +$190K 0.06% 211
2024
Q3 		$978K Buy
4,206
+576
+16% +$130K 0.04% 281
2024
Q2 		$1.01M Sell
3,630
-8
-0.2% -$2.17K 0.04% 273
2024
Q1 		$961K Buy
3,638
+719
+25% +$181K 0.04% 278
2023
Q4 		$664K Sell
2,919
-298
-9% -$67K 0.03% 321
2023
Q3 		$765K Sell
3,217
-140
-4% -$32.5K 0.04% 279
2023
Q2 		$730K Sell
3,357
-2,541
-43% -$509K 0.04% 283
2023
Q1 		$1.19M Buy
5,898
+180
+3% +$41.1K 0.06% 223
2022
Q4 		$1.24M Buy
5,718
+991
+21% +$232K 0.07% 207
2022
Q3 		$1.03M Sell
4,727
-340
-7% -$72.3K 0.06% 214
2022
Q2 		$935K Sell
5,067
-194
-4% -$36.8K 0.05% 227
2022
Q1 		$961K Sell
5,261
-6,087
-54% -$1.06M 0.05% 241
2021
Q4 		$1.82M Sell
11,348
-886
-7% -$146K 0.08% 176
2021
Q3 		$1.92M Sell
12,234
-898
-7% -$129K 0.09% 160
2021
Q2 		$1.77M Sell
13,132
-100
-0.8% -$14.5K 0.08% 163
2021
Q1 		$1.88M Buy
13,232
+1,372
+12% +$175K 0.09% 156
2020
Q4 		$1.24M Buy
11,860
+115
+1% +$10.3K 0.07% 191
2020
Q3 		$901K Sell
11,745
-2,632
-18% -$209K 0.06% 200
2020
Q2 		$1.13M Buy
+14,377
New +$961K 0.07% 185

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fulton Bank's LPLA Position: Q2 2026 in Review

Fulton Bank reduced its LPL Financial (LPLA) stake by 0.24% in Q2 2026, selling an estimated $3.6K and leaving 4,951 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #271.

Fulton Bank first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.92M in Q3 2021. 116 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fulton Bank held 4,951 shares of LPL Financial worth $1.39M as of Q2 2026.
  • Fulton Bank sold 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
  • LPL Financial made up 0.04% of Fulton Bank's portfolio in Q2 2026, its #271 holding.
  • Fulton Bank first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
  • Fulton Bank's LPL Financial position peaked at $1.92M in Q3 2021.
  • 116 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.