Key Financial Inc’s Fulton Financial FULT Stock Holding History

Key Financial Inc’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 Q1	$912K	Hold	44,833	–	–	0.16%	116
2025 Q4	$867K	Hold	44,833	–	–	0.16%	115
2025 Q3	$817K	Hold	44,833	–	–	0.15%	125
2025 Q2	$809K	Hold	44,833	–	–	0.16%	117
2025 Q1	$811K	Hold	44,833	–	–	0.18%	110
2024 Q4	$864K	Hold	44,833	–	–	0.2%	98
2024 Q3	$813K	Sell	44,833 -12,530	-22%	-$228K	0.18%	103
2024 Q2	$974K	Hold	57,363	–	–	0.23%	74
2024 Q1	$911K	Hold	57,363	–	–	0.23%	77
2023 Q4	$944K	Hold	57,363	–	–	0.26%	73
2023 Q3	$695K	Buy	57,363 +50,530	+739%	+$662K	0.23%	83
2023 Q2	$81.4K	Hold	6,833	–	–	0.03%	336
2023 Q1	$94.4K	Hold	6,833	–	–	0.03%	293
2022 Q4	$108K	Hold	6,833	–	–	0.05%	235
2022 Q3	$108K	Hold	6,833	–	–	0.05%	237
2022 Q2	$100K	Hold	6,833	–	–	0.05%	238
2022 Q1	$114K	Hold	6,833	–	–	0.06%	230
2021 Q4	$116K	Hold	6,833	–	–	0.06%	211
2021 Q3	$104K	Hold	6,833	–	–	0.06%	218
2021 Q2	$105K	Buy	6,833 +2,400	+54%	+$40.9K	0.06%	225
2021 Q1	$75K	Hold	4,433	–	–	0.05%	222
2020 Q4	$56K	Buy	+4,433	New	+$52.7K	0.04%	233
2020 Q2	–	Sell	-4,433	Closed	-$51K	–	292
2020 Q1	$51K	Buy	+4,433	New	+$68K	0.05%	209

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Key Financial Inc's FULT Position: Q1 2026 in Review

Key Financial Inc held its Fulton Financial (FULT) position steady in Q1 2026 at 44,833 shares worth $912K. The position accounts for 0.16% of the portfolio, ranked #116.

Key Financial Inc first reported a position in FULT in Q1 2020 and has held it in 23 quarters since. The position peaked at $974K in Q2 2024. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Key Financial Inc held 44,833 shares of Fulton Financial worth $912K as of Q1 2026.
Key Financial Inc left its Fulton Financial share count unchanged in Q1 2026.
Fulton Financial made up 0.16% of Key Financial Inc's portfolio in Q1 2026, its #116 holding.
Key Financial Inc first reported a position in Fulton Financial in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Fulton Financial position peaked at $974K in Q2 2024.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.