Fulton Bank
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Fulton Bank’s Takeda Pharmaceutical TAK Stock Holding History

Fulton Bank’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-14,069
Closed -$226K – 712
2026
Q2 		$226K Sell
14,069
-1,165
-8% -$19.3K 0.01% 656
2026
Q1 		$282K Buy
+15,234
New +$267K 0.01% 575

Other funds holding TAK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Fulton Bank's TAK Position: Q3 2026 in Review

Fulton Bank sold out of Takeda Pharmaceutical (TAK) in Q3 2026, closing a stake of 14,069 shares — an estimated $226K sold.

Fulton Bank first reported a position in TAK in Q1 2026 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 26 funds tracked by Wall St. Rank hold TAK as of Q3 2026.

  • Fulton Bank reported no remaining Takeda Pharmaceutical position as of Q3 2026 after selling out during the quarter.
  • Fulton Bank sold 14,069 Takeda Pharmaceutical shares in Q3 2026, an estimated $226K.
  • Fulton Bank first reported a position in Takeda Pharmaceutical in Q1 2026 and held it in 2 quarters.
  • Fulton Bank's Takeda Pharmaceutical position peaked at $282K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2026.

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