WBI Investments’s Fulton Financial FULT Stock Holding History

WBI Investments’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 Q1	–	Sell	-33,762	Closed	-$651K	–	256
2024 Q4	$651K	Buy	33,762 +8,772	+35%	+$172K	0.16%	140
2024 Q3	$453K	Buy	24,990 +13,631	+120%	+$248K	0.11%	185
2024 Q2	$193K	Sell	11,359 -9,054	-44%	-$147K	0.05%	163
2024 Q1	$324K	Sell	20,413 -4,679	-19%	-$73.1K	0.07%	164
2023 Q4	$413K	Sell	25,092 -1,836	-7%	-$25.8K	0.08%	160
2023 Q3	$326K	Buy	+26,928	New	+$353K	0.07%	161
2022 Q3	–	Sell	-22,495	Closed	-$325K	–	123
2022 Q2	$325K	Sell	22,495 -12,043	-35%	-$186K	0.07%	100
2022 Q1	$574K	Buy	34,538 +7,177	+26%	+$128K	0.09%	136
2021 Q4	$465K	Buy	27,361 +8,932	+48%	+$147K	0.07%	135
2021 Q3	$281K	Buy	+18,429	New	+$285K	0.05%	161
2016 Q2	–	Sell	-404,116	Closed	-$5.41M	–	177
2016 Q1	$5.41M	Buy	+404,116	New	+$5.15M	0.2%	65
2015 Q2	–	Sell	-297,497	Closed	-$3.67M	–	241
2015 Q1	$3.67M	Buy	+297,497	New	+$3.56M	0.09%	157

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return