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Wealth Preservation Advisors’s Fulton Financial FULT Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-3,431
Closed -$66.3K – 1088
2025
Q4 		$66.3K Buy
3,431
+34
+1% +$626 0.03% 179
2025
Q3 		$63.3K Buy
3,397
+31
+0.9% +$587 0.04% 171
2025
Q2 		$60.7K Buy
3,366
+39
+1% +$666 0.04% 177
2025
Q1 		$60.2K Buy
+3,327
New +$64.8K 0.04% 165

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Wealth Preservation Advisors's FULT Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Fulton Financial (FULT) in Q1 2026, closing a stake of 3,431 shares — an estimated $66.3K sold.

Wealth Preservation Advisors first reported a position in FULT in Q1 2025 and held it in 4 quarters. The position peaked at $66.3K in Q4 2025. 335 funds tracked by Wall St. Rank hold FULT as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Fulton Financial position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3,431 Fulton Financial shares in Q1 2026, an estimated $66.3K.
  • Wealth Preservation Advisors first reported a position in Fulton Financial in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Fulton Financial position peaked at $66.3K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Fulton Financial as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.