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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Fulton Financial FULT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		– Sell
-10
Closed -$242 – 1907
2026
Q2 		$242 Hold
10
– – ﹤0.01% 2337
2026
Q1 		$203 Hold
10
– – ﹤0.01% 2397
2025
Q4 		$193 Hold
10
– – ﹤0.01% 2510
2025
Q3 		$186 Hold
10
– – ﹤0.01% 2374
2025
Q2 		$180 Hold
10
– – ﹤0.01% 2302
2025
Q1 		$181 Buy
+10
New +$195 ﹤0.01% 2213

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FULT Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Fulton Financial (FULT) in Q3 2026, closing a stake of 10 shares — an estimated $242 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FULT in Q1 2025 and held it in 6 quarters. The position peaked at $242 in Q2 2026. 296 funds tracked by Wall St. Rank hold FULT as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Fulton Financial position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 10 Fulton Financial shares in Q3 2026, an estimated $242.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Fulton Financial in Q1 2025 and held it in 6 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Fulton Financial position peaked at $242 in Q2 2026.
  • 296 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.