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Planning Strategies’s Fulton Financial FULT Stock Holding History

Planning Strategies’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 		$29.9K Buy
+1,238
New +$27.1K 0.02% 204

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

Planning Strategies's FULT Position: Q2 2026 in Review

Planning Strategies opened a new position in Fulton Financial (FULT) in Q2 2026: 1,238 shares worth $29.9K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

359 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Planning Strategies held 1,238 shares of Fulton Financial worth $29.9K as of Q2 2026.
  • Fulton Financial was a new Planning Strategies position in Q2 2026.
  • Fulton Financial made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #204 holding.
  • 359 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.