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LGT Financial Advisors’s Fulton Financial FULT Stock Holding History

LGT Financial 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
Q1 		– Sell
-1,164
Closed -$22.4K – 474
2024
Q4 		$22.4K Hold
1,164
– – 0.05% 290
2024
Q3 		$21.1K Hold
1,164
– – 0.05% 270
2024
Q2 		$19.8K Hold
1,164
– – 0.04% 305
2024
Q1 		$18.5K Hold
1,164
– – 0.02% 373
2023
Q4 		$19.2K Hold
1,164
– – 0.02% 361
2023
Q3 		$14.1K Buy
+1,164
New +$15.3K 0.02% 413

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LGT Financial Advisors's FULT Position: Q1 2025 in Review

LGT Financial Advisors sold out of Fulton Financial (FULT) in Q1 2025, closing a stake of 1,164 shares — an estimated $22.4K sold.

LGT Financial Advisors first reported a position in FULT in Q3 2023 and held it in 6 quarters. The position peaked at $22.4K in Q4 2024. 303 funds tracked by Wall St. Rank hold FULT as of Q1 2025.

  • LGT Financial Advisors reported no remaining Fulton Financial position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,164 Fulton Financial shares in Q1 2025, an estimated $22.4K.
  • LGT Financial Advisors first reported a position in Fulton Financial in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Fulton Financial position peaked at $22.4K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.