O'Shaughnessy Asset Management’s Fulton Financial FULT Stock Holding History

O'Shaughnessy Asset Management’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	$621K	Buy	30,525 +16,194	+113%	+$334K	﹤0.01%	1427
2025 Q4	$277K	Buy	14,331 +2,317	+19%	+$42.6K	﹤0.01%	1811
2025 Q3	$224K	Buy	+12,014	New	+$227K	﹤0.01%	1912
2021 Q3	–	Sell	-3,651	Closed	-$58K	–	2769
2021 Q2	$58K	Sell	3,651 -2,319	-39%	-$39.5K	﹤0.01%	1523
2021 Q1	$102K	Sell	5,970 -5	-0.1%	-$77	﹤0.01%	1186
2020 Q4	$76K	Sell	5,975 -10,988	-65%	-$131K	﹤0.01%	1148
2020 Q3	$158K	Sell	16,963 -1,690	-9%	-$16.6K	﹤0.01%	776
2020 Q2	$196K	Sell	18,653 -93,540	-83%	-$1.01M	0.01%	648
2020 Q1	$1.29M	Buy	112,193 +65,845	+142%	+$1.01M	0.05%	182
2019 Q4	$808K	Buy	46,348 +43,680	+1,637%	+$742K	0.02%	317
2019 Q3	$43K	Buy	+2,668	New	+$43.4K	﹤0.01%	740

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

O'Shaughnessy Asset Management's FULT Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Fulton Financial (FULT) stake by 113% in Q1 2026, buying an estimated $334K and bringing the position to 30,525 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

O'Shaughnessy Asset Management first reported a position in FULT in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2020. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

O'Shaughnessy Asset Management held 30,525 shares of Fulton Financial worth $621K as of Q1 2026.
O'Shaughnessy Asset Management bought 16,194 Fulton Financial shares in Q1 2026, an estimated $334K.
Fulton Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1427 holding.
O'Shaughnessy Asset Management first reported a position in Fulton Financial in Q3 2019 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Fulton Financial position peaked at $1.29M in Q1 2020.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.