Planning Strategies »

Fulton Financial shares owned by Planning Strategies

Quarter-by-quarter ownership of Fulton Financial (FULT) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Fulton Financial

Tip: Access up to 7 years of quarterly data

All positions including Fulton Financial held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fulton Financial by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $30k 1.2k 24.19

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Fulton Financial

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Vanguard Capital Management
First Trust Advisors
T. Rowe Price Associates
American Century Companies
Geode Capital Management
Hanna Zanoni
Fisher Investments
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Bank of New York Mellon

View all funds holding Fulton Financial