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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
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 $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

Root Financial Partners's FULT Position: Q1 2026 in Review

Root Financial Partners increased its Fulton Financial (FULT) stake by 90% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,282 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Root Financial Partners first reported a position in FULT in Q3 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

  • Root Financial Partners held 1,282 shares of Fulton Financial worth $26.1K as of Q1 2026.
  • Root Financial Partners bought 607 Fulton Financial shares in Q1 2026, an estimated $12.5K.
  • Fulton Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1180 holding.
  • Root Financial Partners first reported a position in Fulton Financial in Q3 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.