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Waverly Advisors’s Fulton Financial FULT Stock Holding History

Waverly Advisors’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 		$733K Buy
+30,309
New +$664K ﹤0.01% 1002

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Waverly Advisors's FULT Position: Q2 2026 in Review

Waverly Advisors opened a new position in Fulton Financial (FULT) in Q2 2026: 30,309 shares worth $733K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

376 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Waverly Advisors held 30,309 shares of Fulton Financial worth $733K as of Q2 2026.
  • Fulton Financial was a new Waverly Advisors position in Q2 2026.
  • Fulton Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1002 holding.
  • 376 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.