Fulton Bank
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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
Q3 		$1.31M Sell
4,295
-656
-13% -$223K 0.04% 274
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Fulton Bank's LPLA Position: Q3 2026 in Review

Fulton Bank reduced its LPL Financial (LPLA) stake by 13% in Q3 2026, selling an estimated $223K and leaving 4,295 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #274.

Fulton Bank first reported a position in LPLA in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.92M in Q3 2021. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Fulton Bank held 4,295 shares of LPL Financial worth $1.31M as of Q3 2026.
  • Fulton Bank sold 656 LPL Financial shares in Q3 2026, an estimated $223K.
  • LPL Financial made up 0.04% of Fulton Bank's portfolio in Q3 2026, its #274 holding.
  • Fulton Bank first reported a position in LPL Financial in Q2 2020 and has held it in 26 quarters since.
  • Fulton Bank's LPL Financial position peaked at $1.92M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.