Jones Financial Companies
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Jones Financial Companies’s Fulton Financial FULT Stock Holding History

Jones Financial Companies’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 		$144K Buy
5,930
+3,391
+134% +$74.3K ﹤0.01% 2709
2026
Q1 		$50K Buy
2,539
+1,148
+83% +$23.6K ﹤0.01% 2960
2025
Q4 		$26.9K Sell
1,391
-604
-30% -$11.1K ﹤0.01% 2813
2025
Q3 		$37.7K Buy
1,995
+647
+48% +$12.2K ﹤0.01% 2496
2025
Q2 		$24.4K Buy
1,348
+49
+4% +$837 ﹤0.01% 2506
2025
Q1 		$23.3K Buy
1,299
+5
+0.4% +$97 ﹤0.01% 2372
2024
Q4 		$25K Buy
1,294
+853
+193% +$16.7K ﹤0.01% 2160
2024
Q3 		$7.91K Hold
441
– – ﹤0.01% 2301
2024
Q2 		$7.49K Buy
+441
New +$7.15K ﹤0.01% 1845
2013
Q3 		– Sell
-2,160
Closed -$25K – 758
2013
Q2 		$25K Buy
+2,160
New +$24.4K ﹤0.01% 424

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jones Financial Companies's FULT Position: Q2 2026 in Review

Jones Financial Companies increased its Fulton Financial (FULT) stake by 134% in Q2 2026, buying an estimated $74.3K and bringing the position to 5,930 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Jones Financial Companies first reported a position in FULT in Q2 2013 and has held it in 10 quarters since. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Jones Financial Companies held 5,930 shares of Fulton Financial worth $144K as of Q2 2026.
  • Jones Financial Companies bought 3,391 Fulton Financial shares in Q2 2026, an estimated $74.3K.
  • Fulton Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2709 holding.
  • Jones Financial Companies first reported a position in Fulton Financial in Q2 2013 and has held it in 10 quarters since.
  • 376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.