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J.W. Cole Advisors’s Fulton Financial FULT Stock Holding History

J.W. Cole Advisors’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,087
Closed -$237K – 1472
2025
Q1 		$237K Buy
+13,087
New +$255K 0.01% 1072
2020
Q4 		– Sell
-14,729
Closed -$137K – 719
2020
Q3 		$137K Buy
+14,729
New +$145K 0.01% 705

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

J.W. Cole Advisors's FULT Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Fulton Financial (FULT) in Q2 2025, closing a stake of 13,087 shares — an estimated $237K sold.

J.W. Cole Advisors first reported a position in FULT in Q3 2020 and held it in 2 quarters. The position peaked at $237K in Q1 2025. 314 funds tracked by Wall St. Rank hold FULT as of Q2 2025.

  • J.W. Cole Advisors reported no remaining Fulton Financial position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,087 Fulton Financial shares in Q2 2025, an estimated $237K.
  • J.W. Cole Advisors first reported a position in Fulton Financial in Q3 2020 and held it in 2 quarters.
  • J.W. Cole Advisors's Fulton Financial position peaked at $237K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.