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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
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WBI Investments's FULT Position: Q1 2025 in Review

WBI Investments sold out of Fulton Financial (FULT) in Q1 2025, closing a stake of 33,762 shares — an estimated $651K sold.

WBI Investments first reported a position in FULT in Q1 2015 and held it in 12 quarters. The position peaked at $5.41M in Q1 2016. 303 funds tracked by Wall St. Rank hold FULT as of Q1 2025.

  • WBI Investments reported no remaining Fulton Financial position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 33,762 Fulton Financial shares in Q1 2025, an estimated $651K.
  • WBI Investments first reported a position in Fulton Financial in Q1 2015 and held it in 12 quarters.
  • WBI Investments's Fulton Financial position peaked at $5.41M in Q1 2016.
  • 303 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.