Strategic Family Wealth Counselors’s Fulton Financial FULT Stock Holding History

Strategic Family Wealth Counselors’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	$283K	Hold	13,913	–	–	0.07%	136
2025 Q4	$274K	Hold	13,913	–	–	0.06%	179
2025 Q3	$259K	Hold	13,913	–	–	0.07%	131
2025 Q2	$251K	Hold	13,913	–	–	0.07%	128
2025 Q1	$252K	Buy	+13,913	New	+$271K	0.08%	126

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

Strategic Family Wealth Counselors's FULT Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Fulton Financial (FULT) position steady in Q1 2026 at 13,913 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #136.

Strategic Family Wealth Counselors first reported a position in FULT in Q1 2025 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

Strategic Family Wealth Counselors held 13,913 shares of Fulton Financial worth $283K as of Q1 2026.
Strategic Family Wealth Counselors left its Fulton Financial share count unchanged in Q1 2026.
Fulton Financial made up 0.07% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #136 holding.
Strategic Family Wealth Counselors first reported a position in Fulton Financial in Q1 2025 and has held it in 5 quarters since.
336 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.