LRI Investments’s Fulton Financial FULT Stock Holding History

LRI Investments’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	$266	Buy	+11	New	+$241	﹤0.01%	1681
2025 Q4	–	Sell	-621	Closed	-$11.6K	–	1369
2025 Q3	$11.6K	Hold	621	–	–	﹤0.01%	839
2025 Q2	$11.2K	Hold	621	–	–	﹤0.01%	817
2025 Q1	$11.2K	Hold	621	–	–	﹤0.01%	776
2024 Q4	$12K	Hold	621	–	–	﹤0.01%	756
2024 Q3	$13K	Hold	621	–	–	﹤0.01%	728
2024 Q2	$10.5K	Hold	621	–	–	﹤0.01%	738
2024 Q1	$9.87K	Buy	+621	New	+$9.7K	﹤0.01%	510

Other funds holding FULT

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LRI Investments's FULT Position: Q2 2026 in Review

LRI Investments opened a new position in Fulton Financial (FULT) in Q2 2026: 11 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: LRI Investments previously reported a position in FULT as recently as Q3 2025.

LRI Investments first reported a position in FULT in Q1 2024 and has held it in 8 quarters since. The position peaked at $13K in Q3 2024. 44 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

LRI Investments held 11 shares of Fulton Financial worth $266 as of Q2 2026.
Fulton Financial was a new LRI Investments position in Q2 2026.
Fulton Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1681 holding.
LRI Investments first reported a position in Fulton Financial in Q1 2024 and has held it in 8 quarters since.
LRI Investments's Fulton Financial position peaked at $13K in Q3 2024.
44 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.