Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fulton Financial FULT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-18,466
Closed -$344K – 776
2025
Q3 		$344K Buy
+18,466
New +$349K ﹤0.01% 1151

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Kovitz Investment Group Partners's FULT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Fulton Financial (FULT) in Q4 2025, closing a stake of 18,466 shares — an estimated $344K sold.

Kovitz Investment Group Partners first reported a position in FULT in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 331 funds tracked by Wall St. Rank hold FULT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Fulton Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 18,466 Fulton Financial shares in Q4 2025, an estimated $344K.
  • Kovitz Investment Group Partners first reported a position in Fulton Financial in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Fulton Financial position peaked at $344K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.