True Wealth Design’s Fulton Financial FULT Stock Holding History

True Wealth Design’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 Q3	$2.96K	Sell	131 -42	-24%	-$1.01K	﹤0.01%	1536
2026 Q2	$4.18K	Hold	173	–	–	﹤0.01%	1402
2026 Q1	$3.52K	Hold	173	–	–	﹤0.01%	1340
2025 Q4	$3.34K	Sell	173 -2	-1%	-$37	﹤0.01%	1249
2025 Q3	$3.26K	Hold	175	–	–	﹤0.01%	1272
2025 Q2	$3.16K	Buy	175 +173	+8,650%	+$2.95K	﹤0.01%	992
2025 Q1	$37	Buy	+2	New	+$39	﹤0.01%	2458

Other funds holding FULT

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

True Wealth Design's FULT Position: Q3 2026 in Review

True Wealth Design reduced its Fulton Financial (FULT) stake by 24% in Q3 2026, selling an estimated $1.01K and leaving 131 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

True Wealth Design first reported a position in FULT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.18K in Q2 2026. 35 funds tracked by Wall St. Rank hold FULT as of Q3 2026.

True Wealth Design held 131 shares of Fulton Financial worth $2.96K as of Q3 2026.
True Wealth Design sold 42 Fulton Financial shares in Q3 2026, an estimated $1.01K.
Fulton Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1536 holding.
True Wealth Design first reported a position in Fulton Financial in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Fulton Financial position peaked at $4.18K in Q2 2026.
35 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.