Position in FULT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,095,047
+$326,362 QoQ
Shares Held
86,608
-0.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#4
of 59 holders
Holding Since
Dec 2023
11 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, 2026EAGLE WEALTH STRATEGIES LLC holds $8,542,231 across 5 Banks - Regional names. FULT ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,280 | $3,269,801 | |
| 2 | FULT |
Fulton Financial Corp
This page
|
86,608 | $2,095,047 | |
| 3 | PFIS |
Peoples Financial Services Corp.
|
28,655 | $1,901,832 | |
| 4 | NWFL |
Norwood Financial Corp
|
23,528 | $756,425 | |
| 5 | OCFC |
Oceanfirst Financial Corp
|
26,581 | $519,126 |
All Filings in FULT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,095,047 | 86,608 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,768,685 | 86,956 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,728,411 | 89,416 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,779,444 | 95,515 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,721,701 | 95,438 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,722,909 | 95,241 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,835,359 | 95,195 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,750,306 | 96,542 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,638,230 | 96,480 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,538,279 | 96,808 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,592,340 | 96,740 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||