Position in FULT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,567,912
+$758,918 QoQ
Shares Held
273,742
+10.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FULT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $293,540,954 across 31 Banks - Regional names. FULT ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
286,034 | $59,520,814 | |
| 2 | EWBC |
East West Bancorp Inc
|
471,810 | $50,370,435 | |
| 3 | RF |
Regions Financial Corp
|
1,251,702 | $32,694,456 | |
| 4 | USB |
US Bancorp \De\
|
601,340 | $31,275,693 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
53,378 | $7,317,056 | |
| 6 | WTFC |
Wintrust Financial Corp
|
51,745 | $7,189,450 | |
| 7 | FBP |
First Bancorp /Pr/
|
333,052 | $7,113,990 | |
| 8 | UMBF |
Umb Financial Corp
|
61,254 | $6,908,838 |
All Filings in FULT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,567,912 | 273,742 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,808,994 | 248,784 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,886,683 | 208,625 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,024,965 | 167,681 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,511,039 | 83,529 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||