Position in FULT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,040,158
+$120,613 QoQ
Shares Held
149,467
-1.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in FULT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $109,840,558 across 28 Banks - Regional names. FULT ranks #15 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
160,725 | $11,157,529 | |
| 2 | HAPN |
Happen, Inc.
|
552,000 | $7,904,640 | |
| 3 | PFBC |
Preferred Bank
|
79,421 | $7,202,690 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
518,677 | $6,582,011 | |
| 5 | FFIC |
Flushing Financial Corp
|
404,665 | $6,215,654 | |
| 6 | BANC |
Banc Of California, Inc.
|
348,583 | $6,128,089 | |
| 7 | HFWA |
Heritage Financial Corp /Wa/
|
219,962 | $5,719,012 | |
| 8 | WAFD |
Wafd Inc
|
156,715 | $4,920,851 |
All Filings in FULT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,040,158 | 149,467 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,919,545 | 151,037 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,818,588 | 151,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,812,760 | 155,918 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,845,538 | 157,299 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,067,737 | 159,115 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,261,931 | 179,919 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,081,377 | 181,471 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $2,620,642 | 164,924 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||