Principle Wealth Partners’s Fulton Financial FULT Stock Holding History

Principle Wealth Partners’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	$836K	Sell	41,096 -1,300	-3%	-$26.8K	0.05%	183
2025 Q4	$820K	Buy	42,396 +3,750	+10%	+$69K	0.05%	185
2025 Q3	$720K	Hold	38,646	–	–	0.04%	193
2025 Q2	$697K	Hold	38,646	–	–	0.04%	192
2025 Q1	$699K	Sell	38,646 -4,000	-9%	-$78K	0.05%	189
2024 Q4	$822K	Hold	42,646	–	–	0.06%	173
2024 Q3	$773K	Sell	42,646 -1,200	-3%	-$21.9K	0.05%	177
2024 Q2	$745K	Hold	43,846	–	–	0.06%	179
2024 Q1	$697K	Hold	43,846	–	–	0.05%	188
2023 Q4	$722K	Hold	43,846	–	–	0.06%	179
2023 Q3	$531K	Hold	43,846	–	–	0.05%	196
2023 Q2	$523K	Hold	43,846	–	–	0.05%	199
2023 Q1	$606K	Hold	43,846	–	–	0.06%	173
2022 Q4	$738K	Hold	43,846	–	–	0.08%	156
2022 Q3	$693	Hold	43,846	–	–	0.07%	154
2022 Q2	$634K	Hold	43,846	–	–	0.08%	173
2022 Q1	$729K	Hold	43,846	–	–	0.08%	166
2021 Q4	$745K	Hold	43,846	–	–	0.08%	164
2021 Q3	$670K	Hold	43,846	–	–	0.08%	168
2021 Q2	$692K	Hold	43,846	–	–	0.08%	167
2021 Q1	$747K	Hold	43,846	–	–	0.09%	148
2020 Q4	$558K	Buy	+43,846	New	+$521K	0.07%	168

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principle Wealth Partners's FULT Position: Q1 2026 in Review

Principle Wealth Partners reduced its Fulton Financial (FULT) stake by 3.1% in Q1 2026, selling an estimated $26.8K and leaving 41,096 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #183.

Principle Wealth Partners first reported a position in FULT in Q4 2020 and has held it in 22 quarters since. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Principle Wealth Partners held 41,096 shares of Fulton Financial worth $836K as of Q1 2026.
Principle Wealth Partners sold 1,300 Fulton Financial shares in Q1 2026, an estimated $26.8K.
Fulton Financial made up 0.05% of Principle Wealth Partners's portfolio in Q1 2026, its #183 holding.
Principle Wealth Partners first reported a position in Fulton Financial in Q4 2020 and has held it in 22 quarters since.
335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.