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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
Q2 		$137K Buy
5,680
+733
+15% +$16.1K 0.01% 705
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's FULT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Fulton Financial (FULT) stake by 15% in Q2 2026, buying an estimated $16.1K and bringing the position to 5,680 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #705.

Pinnacle Wealth Planning Services first reported a position in FULT in Q4 2020 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,680 shares of Fulton Financial worth $137K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 733 Fulton Financial shares in Q2 2026, an estimated $16.1K.
  • Fulton Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #705 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fulton Financial in Q4 2020 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.