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McClarren Financial Advisors’s Fulton Financial FULT Stock Holding History

McClarren 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
-2,316
Closed -$44K – 310
2024
Q4 		$44K Buy
+2,316
New +$45.3K 0.12% 88
2024
Q3 		– Sell
-16
Closed -$38K – 279
2024
Q2 		$38K Sell
16
-2,252
-99% -$36.5K 0.03% 161
2024
Q1 		$37K Buy
2,268
+25
+1% +$390 0.03% 165
2023
Q4 		$37K Buy
2,243
+29
+1% +$407 0.03% 182
2023
Q3 		$26K Sell
2,214
-298
-12% -$3.91K 0.02% 192
2023
Q2 		$29K Buy
2,512
+27
+1% +$326 0.02% 191
2023
Q1 		$34K Buy
2,485
+23
+0.9% +$372 0.03% 168
2022
Q4 		$41K Buy
2,462
+21
+0.9% +$368 0.04% 161
2022
Q3 		$38K Buy
+2,441
New +$39.3K 0.04% 158
2022
Q2 		– Sell
-2,510
Closed -$41K – 110
2022
Q1 		$41K Buy
2,510
+18
+0.7% +$322 0.03% 138
2021
Q4 		$43K Buy
2,492
+34
+1% +$560 0.03% 151
2021
Q3 		$37K Buy
2,458
+22
+0.9% +$341 0.03% 137
2021
Q2 		$38K Buy
2,436
+19
+0.8% +$324 0.03% 139
2021
Q1 		$41K Buy
2,417
+22
+0.9% +$341 0.04% 120
2020
Q4 		$30K Buy
+2,395
New +$28.5K 0.03% 122

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

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

McClarren Financial Advisors sold out of Fulton Financial (FULT) in Q1 2025, closing a stake of 2,316 shares — an estimated $44K sold.

McClarren Financial Advisors first reported a position in FULT in Q4 2020 and held it in 15 quarters. The position peaked at $44K in Q4 2024. 303 funds tracked by Wall St. Rank hold FULT as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Fulton Financial position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,316 Fulton Financial shares in Q1 2025, an estimated $44K.
  • McClarren Financial Advisors first reported a position in Fulton Financial in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's Fulton Financial position peaked at $44K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.