Marshall & Sterling Wealth Advisors’s Fulton Financial FULT Stock Holding History

Marshall & Sterling Wealth 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
2026 Q1	$4.29K	Hold	211	–	–	﹤0.01%	265
2025 Q4	$4.07K	Hold	211	–	–	﹤0.01%	268
2025 Q3	$3.92K	Hold	211	–	–	﹤0.01%	528
2025 Q2	$3.8K	Hold	211	–	–	﹤0.01%	509
2025 Q1	$3.81K	Hold	211	–	–	﹤0.01%	506
2024 Q4	$4.06K	Buy	+211	New	+$4.13K	﹤0.01%	271

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

Marshall & Sterling Wealth Advisors's FULT Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Fulton Financial (FULT) position steady in Q1 2026 at 211 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Marshall & Sterling Wealth Advisors first reported a position in FULT in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Marshall & Sterling Wealth Advisors held 211 shares of Fulton Financial worth $4.29K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its Fulton Financial share count unchanged in Q1 2026.
Fulton Financial made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #265 holding.
Marshall & Sterling Wealth Advisors first reported a position in Fulton Financial in Q4 2024 and has held it in 6 quarters since.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.