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Summit Securities Group’s Fulton Financial FULT Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-3,383
Closed -$61K – 1136
2025
Q2 		$61K Buy
+3,383
New +$57.8K 0.01% 483

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Summit Securities Group's FULT Position: Q3 2025 in Review

Summit Securities Group sold out of Fulton Financial (FULT) in Q3 2025, closing a stake of 3,383 shares — an estimated $61K sold.

Summit Securities Group first reported a position in FULT in Q2 2025 and held it in 1 quarter. The position peaked at $61K in Q2 2025. 324 funds tracked by Wall St. Rank hold FULT as of Q3 2025.

  • Summit Securities Group reported no remaining Fulton Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,383 Fulton Financial shares in Q3 2025, an estimated $61K.
  • Summit Securities Group first reported a position in Fulton Financial in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Fulton Financial position peaked at $61K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.