Position in FULT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$163,040
-$80,612 QoQ
Shares Held
6,740
-43.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#262
of 374 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FULT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $9,815,259 across 12 Banks - Regional names. FULT ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
351,149 | $7,655,048 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
24,768 | $1,047,934 | |
| 3 | TFC |
Truist Financial Corp
|
5,689 | $283,425 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $190,606 | |
| 5 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $180,250 | |
| 6 | FULT |
Fulton Financial Corp
This page
|
6,740 | $163,040 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
506 | $124,587 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $108,169 |
All Filings in FULT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,040 | 6,740 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $243,652 | 11,979 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,554 | 11,979 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $223,168 | 11,979 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $216,101 | 11,979 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $216,700 | 11,979 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $230,955 | 11,979 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $217,179 | 11,979 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $203,403 | 11,979 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $190,346 | 11,979 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,174 | 11,979 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $145,065 | 11,979 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $142,789 | 11,979 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $165,549 | 11,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $201,606 | 11,979 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $189,268 | 11,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $173,096 | 11,979 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $199,090 | 11,979 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $203,643 | 11,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $183,039 | 11,979 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $189,028 | 11,979 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $204,002 | 11,979 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $152,372 | 11,979 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $111,764 | 11,979 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $126,138 | 11,979 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $137,638 | 11,979 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||