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SageView Advisory Group’s Fulton Financial FULT Stock Holding History

SageView Advisory Group’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 		– Sell
-1,043
Closed -$20.1K – 1271
2025
Q4 		$20.1K Buy
+1,043
New +$19.2K ﹤0.01% 1454

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SageView Advisory Group's FULT Position: Q1 2026 in Review

SageView Advisory Group sold out of Fulton Financial (FULT) in Q1 2026, closing a stake of 1,043 shares — an estimated $20.1K sold.

SageView Advisory Group first reported a position in FULT in Q4 2025 and held it in 1 quarter. The position peaked at $20.1K in Q4 2025. 336 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

  • SageView Advisory Group reported no remaining Fulton Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,043 Fulton Financial shares in Q1 2026, an estimated $20.1K.
  • SageView Advisory Group first reported a position in Fulton Financial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fulton Financial position peaked at $20.1K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.