Position in FULT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$835,892
+$16,378 QoQ
Shares Held
41,096
-3.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. FULT ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
This page
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in FULT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $835,892 | 41,096 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $819,514 | 42,396 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $719,974 | 38,646 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $697,173 | 38,646 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $699,106 | 38,646 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $822,214 | 42,646 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $773,171 | 42,646 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $744,505 | 43,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $696,712 | 43,846 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $721,705 | 43,846 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $530,975 | 43,846 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $522,644 | 43,846 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $605,951 | 43,846 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $737,928 | 43,846 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $692,766 | 43,846 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $633,574 | 43,846 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $728,720 | 43,846 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $745,382 | 43,846 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $669,966 | 43,846 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $691,889 | 43,846 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $746,697 | 43,846 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $557,721 | 43,846 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||