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Root Financial Partners’s Fulton Financial FULT Stock Holding History

Root Financial 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
Q2 		– Sell
-1,282
Closed -$26.1K – 1462
2026
Q1 		$26.1K Buy
1,282
+607
+90% +$12.5K ﹤0.01% 1180
2025
Q4 		$13K Buy
675
+81
+14% +$1.49K ﹤0.01% 1382
2025
Q3 		$11.1K Buy
+594
New +$11.2K ﹤0.01% 1415

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

Root Financial Partners's FULT Position: Q2 2026 in Review

Root Financial Partners sold out of Fulton Financial (FULT) in Q2 2026, closing a stake of 1,282 shares — an estimated $26.1K sold.

Root Financial Partners first reported a position in FULT in Q3 2025 and held it in 3 quarters. The position peaked at $26.1K in Q1 2026. 376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Root Financial Partners reported no remaining Fulton Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,282 Fulton Financial shares in Q2 2026, an estimated $26.1K.
  • Root Financial Partners first reported a position in Fulton Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fulton Financial position peaked at $26.1K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.