Fulton Bank’s Belpointe PREP OZ Stock Holding History

Fulton Bank’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,060	Closed	-$216K	–	710
2026 Q1	$216K	Hold	4,060	–	–	0.01%	631
2025 Q4	$264K	Hold	4,060	–	–	0.01%	588
2025 Q3	$260K	Hold	4,060	–	–	0.01%	586
2025 Q2	$262K	Hold	4,060	–	–	0.01%	579
2025 Q1	$262K	Hold	4,060	–	–	0.01%	561
2024 Q4	$314K	Hold	4,060	–	–	0.01%	533
2024 Q3	$280K	Hold	4,060	–	–	0.01%	562
2024 Q2	$235K	Hold	4,060	–	–	0.01%	576
2024 Q1	$247K	Hold	4,060	–	–	0.01%	542
2023 Q4	$314K	Hold	4,060	–	–	0.01%	465
2023 Q3	$348K	Hold	4,060	–	–	0.02%	421
2023 Q2	$357K	Hold	4,060	–	–	0.02%	408
2023 Q1	$381K	Hold	4,060	–	–	0.02%	374
2022 Q4	$406K	Hold	4,060	–	–	0.02%	346
2022 Q3	$343K	Hold	4,060	–	–	0.02%	353
2022 Q2	$397K	Buy	+4,060	New	+$402K	0.02%	340

Other funds holding OZ

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Fulton Bank's OZ Position: Q2 2026 in Review

Fulton Bank sold out of Belpointe PREP (OZ) in Q2 2026, closing a stake of 4,060 shares — an estimated $216K sold.

Fulton Bank first reported a position in OZ in Q2 2022 and held it in 16 quarters. The position peaked at $406K in Q4 2022. 8 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Fulton Bank reported no remaining Belpointe PREP position as of Q2 2026 after selling out during the quarter.
Fulton Bank sold 4,060 Belpointe PREP shares in Q2 2026, an estimated $216K.
Fulton Bank first reported a position in Belpointe PREP in Q2 2022 and held it in 16 quarters.
Fulton Bank's Belpointe PREP position peaked at $406K in Q4 2022.
8 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

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