Wakefield Asset Management’s Fulton Financial FULT Stock Holding History

Wakefield Asset Management’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 Q2	$1.47M	Buy	+60,884	New	+$1.33M	0.33%	89
2023 Q1	–	Sell	-46,022	Closed	-$775K	–	175
2022 Q4	$775K	Sell	46,022 -34	-0.1%	-$596	0.33%	96
2022 Q3	$728K	Buy	46,056 +16	+0%	+$258	0.33%	82
2022 Q2	$666K	Buy	46,040 +43	+0.1%	+$665	0.29%	100
2022 Q1	$764K	Buy	+45,997	New	+$822K	0.27%	116

Other funds holding FULT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wakefield Asset Management's FULT Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in Fulton Financial (FULT) in Q2 2026: 60,884 shares worth $1.47M. The stake represents 0.33% of the portfolio and ranks #89 among its holdings. This is a return to the name: Wakefield Asset Management previously reported a position in FULT as recently as Q4 2022.

Wakefield Asset Management first reported a position in FULT in Q1 2022 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

Wakefield Asset Management held 60,884 shares of Fulton Financial worth $1.47M as of Q2 2026.
Fulton Financial was a new Wakefield Asset Management position in Q2 2026.
Fulton Financial made up 0.33% of Wakefield Asset Management's portfolio in Q2 2026, its #89 holding.
Wakefield Asset Management first reported a position in Fulton Financial in Q1 2022 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.