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Pinnacle Wealth Planning Services’s Fulton Financial FULT Stock Holding History

Pinnacle Wealth Planning Services’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 		$101K Buy
4,947
+179
+4% +$3.69K 0.01% 796
2025
Q4 		$92.2K Buy
+4,768
New +$87.7K 0.01% 827
2021
Q1 		– Sell
-1,281
Closed -$16K – 959
2020
Q4 		$16K Buy
+1,281
New +$15.2K ﹤0.01% 1234

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Pinnacle Wealth Planning Services's FULT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Fulton Financial (FULT) stake by 3.8% in Q1 2026, buying an estimated $3.69K and bringing the position to 4,947 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #796.

Pinnacle Wealth Planning Services first reported a position in FULT in Q4 2020 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,947 shares of Fulton Financial worth $101K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 179 Fulton Financial shares in Q1 2026, an estimated $3.69K.
  • Fulton Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #796 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fulton Financial in Q4 2020 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.