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Silver Oak Securities’s Fulton Financial FULT Stock Holding History

Silver Oak Securities’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
2025
Q4 		– Sell
-18,538
Closed -$345K – 823
2025
Q3 		$345K Hold
18,538
– – 0.03% 538
2025
Q2 		$334K Hold
18,538
– – 0.03% 516
2025
Q1 		$333K Buy
+18,538
New +$361K 0.03% 477

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Silver Oak Securities's FULT Position: Q4 2025 in Review

Silver Oak Securities sold out of Fulton Financial (FULT) in Q4 2025, closing a stake of 18,538 shares — an estimated $345K sold.

Silver Oak Securities first reported a position in FULT in Q1 2025 and held it in 3 quarters. The position peaked at $345K in Q3 2025. 331 funds tracked by Wall St. Rank hold FULT as of Q4 2025.

  • Silver Oak Securities reported no remaining Fulton Financial position as of Q4 2025 after selling out during the quarter.
  • Silver Oak Securities sold 18,538 Fulton Financial shares in Q4 2025, an estimated $345K.
  • Silver Oak Securities first reported a position in Fulton Financial in Q1 2025 and held it in 3 quarters.
  • Silver Oak Securities's Fulton Financial position peaked at $345K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.