Strategic Family Wealth Counselors, L.L.C.
Position in FULT — Fulton Financial Corp
CIK 1729755
FAIRFIELD, NJ
Position in FULT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$336,555
+$53,565 QoQ
Shares Held
13,913
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#221
of 374 holders
Holding Since
Mar 2025
6 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, 2026Strategic Family Wealth Counselors, L.L.C. holds $695,331 across 2 Banks - Regional names. FULT ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
5,940 | $358,776 | |
| 2 | FULT |
Fulton Financial Corp
This page
|
13,913 | $336,555 |
All Filings in FULT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,555 | 13,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $282,990 | 13,913 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,938 | 13,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $259,199 | 13,913 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $250,990 | 13,913 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $251,686 | 13,913 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||