Mackenzie Financial’s Fulton Financial FULT Stock Holding History

Mackenzie Financial’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	–	Sell	-11,441	Closed	-$225K	–	1543
2025 Q4	$225K	Sell	11,441 -111	-1%	-$2.04K	﹤0.01%	1496
2025 Q3	$215K	Hold	11,552	–	–	﹤0.01%	1534
2025 Q2	$208K	Hold	11,552	–	–	﹤0.01%	1543
2025 Q1	$209K	Hold	11,552	–	–	﹤0.01%	1507
2024 Q4	$223K	Sell	11,552 -3,976	-26%	-$77.8K	﹤0.01%	1517
2024 Q3	$282K	Buy	15,528 +5,467	+54%	+$99.6K	﹤0.01%	1216
2024 Q2	$171K	Hold	10,061	–	–	﹤0.01%	1371
2024 Q1	$160K	Hold	10,061	–	–	﹤0.01%	1381
2023 Q4	$166K	Hold	10,061	–	–	﹤0.01%	1359
2023 Q3	$118K	Hold	10,061	–	–	﹤0.01%	1336
2023 Q2	$122K	Hold	10,061	–	–	﹤0.01%	1394
2023 Q1	$139K	Hold	10,061	–	–	﹤0.01%	1378
2022 Q4	$169K	Sell	10,061 -531	-5%	-$9.31K	﹤0.01%	1278
2022 Q3	$167K	Sell	10,592 -113	-1%	-$1.82K	﹤0.01%	1269
2022 Q2	$155K	Buy	+10,705	New	+$166K	﹤0.01%	1307
2020 Q2	–	Sell	-174,023	Closed	-$2M	–	1055
2020 Q1	$2M	Sell	174,023 -1,500	-0.9%	-$23K	0.01%	500
2019 Q4	$3.06M	Buy	+175,523	New	+$2.98M	0.01%	538

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

Mackenzie Financial's FULT Position: Q1 2026 in Review

Mackenzie Financial sold out of Fulton Financial (FULT) in Q1 2026, closing a stake of 11,441 shares — an estimated $225K sold.

Mackenzie Financial first reported a position in FULT in Q4 2019 and held it in 17 quarters. The position peaked at $3.06M in Q4 2019. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Mackenzie Financial reported no remaining Fulton Financial position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 11,441 Fulton Financial shares in Q1 2026, an estimated $225K.
Mackenzie Financial first reported a position in Fulton Financial in Q4 2019 and held it in 17 quarters.
Mackenzie Financial's Fulton Financial position peaked at $3.06M in Q4 2019.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.