Pathstone Holdings
FULT icon

Pathstone Holdings’s Fulton Financial FULT Stock Holding History

Pathstone Holdings’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
-11,670
Closed -$225K – 2303
2024
Q4 		$225K Sell
11,670
-1,883
-14% -$36.8K ﹤0.01% 2117
2024
Q3 		$246K Buy
13,553
+83
+0.6% +$1.51K ﹤0.01% 2077
2024
Q2 		$229K Buy
13,470
+3,431
+34% +$55.6K ﹤0.01% 2086
2024
Q1 		$160K Buy
+10,039
New +$157K ﹤0.01% 2181

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

Pathstone Holdings's FULT Position: Q1 2025 in Review

Pathstone Holdings sold out of Fulton Financial (FULT) in Q1 2025, closing a stake of 11,670 shares — an estimated $225K sold.

Pathstone Holdings first reported a position in FULT in Q1 2024 and held it in 4 quarters. The position peaked at $246K in Q3 2024. 303 funds tracked by Wall St. Rank hold FULT as of Q1 2025.

  • Pathstone Holdings reported no remaining Fulton Financial position as of Q1 2025 after selling out during the quarter.
  • Pathstone Holdings sold 11,670 Fulton Financial shares in Q1 2025, an estimated $225K.
  • Pathstone Holdings first reported a position in Fulton Financial in Q1 2024 and held it in 4 quarters.
  • Pathstone Holdings's Fulton Financial position peaked at $246K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.