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 Q2	$1.21M	Buy	49,865 +19,340	+63%	+$424K	0.01%	1158
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

O'Shaughnessy Asset Management's FULT Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Fulton Financial (FULT) stake by 63% in Q2 2026, buying an estimated $424K and bringing the position to 49,865 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1158.

O'Shaughnessy Asset Management first reported a position in FULT in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.29M in Q1 2020. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

O'Shaughnessy Asset Management held 49,865 shares of Fulton Financial worth $1.21M as of Q2 2026.
O'Shaughnessy Asset Management bought 19,340 Fulton Financial shares in Q2 2026, an estimated $424K.
Fulton Financial made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1158 holding.
O'Shaughnessy Asset Management first reported a position in Fulton Financial in Q3 2019 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Fulton Financial position peaked at $1.29M in Q1 2020.
376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.