JWA
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JFS Wealth Advisors’s Fulton Financial FULT Stock Holding History

JFS Wealth 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
2026
Q2 		$4.16K Sell
172
-1,529
-90% -$33.5K ﹤0.01% 1350
2026
Q1 		$34.6K Sell
1,701
-20
-1% -$412 ﹤0.01% 595
2025
Q4 		$33.3K Buy
1,721
+50
+3% +$920 ﹤0.01% 621
2025
Q3 		$31.1K Hold
1,671
– – ﹤0.01% 599
2025
Q2 		$30.1K Sell
1,671
-39
-2% -$666 ﹤0.01% 567
2025
Q1 		$30.9K Buy
1,710
+19
+1% +$370 ﹤0.01% 563
2024
Q4 		$32.6K Buy
1,691
+20
+1% +$391 ﹤0.01% 540
2024
Q3 		$30.3K Buy
1,671
+4
+0.2% +$73 ﹤0.01% 552
2024
Q2 		$28.3K Hold
1,667
– – ﹤0.01% 522
2024
Q1 		$26.5K Buy
1,667
+29
+2% +$453 ﹤0.01% 567
2023
Q4 		$27K Sell
1,638
-36
-2% -$505 ﹤0.01% 521
2023
Q3 		$20.3K Buy
1,674
+11
+0.7% +$144 ﹤0.01% 548
2023
Q2 		$19.8K Buy
1,663
+15
+0.9% +$181 ﹤0.01% 549
2023
Q1 		$22.8K Sell
1,648
-67
-4% -$1.08K ﹤0.01% 499
2022
Q4 		$28.9K Buy
1,715
+22
+1% +$386 ﹤0.01% 458
2022
Q3 		$27K Buy
1,693
+66
+4% +$1.06K ﹤0.01% 499
2022
Q2 		$24K Sell
1,627
-57
-3% -$881 ﹤0.01% 547
2022
Q1 		$28K Buy
1,684
+68
+4% +$1.22K ﹤0.01% 532
2021
Q4 		$27K Buy
1,616
+45
+3% +$741 ﹤0.01% 516
2021
Q3 		$24K Hold
1,571
– – ﹤0.01% 514
2021
Q2 		$25K Hold
1,571
– – ﹤0.01% 343
2021
Q1 		$27K Hold
1,571
– – 0.01% 309
2020
Q4 		$20K Hold
1,571
– – ﹤0.01% 330
2020
Q3 		$15K Hold
1,571
– – ﹤0.01% 348
2020
Q2 		$17K Hold
1,571
– – ﹤0.01% 324
2020
Q1 		$18K Hold
1,571
– – 0.01% 283
2019
Q4 		$27K Hold
1,571
– – 0.01% 282
2019
Q3 		$25K Hold
1,571
– – 0.01% 284
2019
Q2 		$26K Hold
1,571
– – 0.01% 282
2019
Q1 		$24K Buy
+1,571
New +$25.7K 0.01% 278

Other funds holding FULT

FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

JFS Wealth Advisors's FULT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Fulton Financial (FULT) stake by 90% in Q2 2026, selling an estimated $33.5K and leaving 172 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

JFS Wealth Advisors first reported a position in FULT in Q1 2019 and has held it in 30 quarters since. The position peaked at $34.6K in Q1 2026. 26 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • JFS Wealth Advisors held 172 shares of Fulton Financial worth $4.16K as of Q2 2026.
  • JFS Wealth Advisors sold 1,529 Fulton Financial shares in Q2 2026, an estimated $33.5K.
  • Fulton Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1350 holding.
  • JFS Wealth Advisors first reported a position in Fulton Financial in Q1 2019 and has held it in 30 quarters since.
  • JFS Wealth Advisors's Fulton Financial position peaked at $34.6K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.