Comprehensive Financial Planning, Inc./PA

Position in FULT — Fulton Financial Corp

CIK 2044855 EAST PETERSBURG, PA

Position in FULT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$334,088

-$32,825 QoQ

Shares Held

13,811

-23.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#222

of 374 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Comprehensive Financial Planning, Inc./PA holds $629,146 across 5 Banks - Regional names. FULT ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FULT	Fulton Financial Corp This page	13,811	$334,088
2	PNC	Pnc Financial Services Group, Inc.	941	$231,693
3	ENBP	ENB Financial Corp	1,878	$53,053
4	STBA	S&T Bancorp Inc	118	$5,791
5	FNB	Fnb Corp/Pa/	237	$4,521

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,088	13,811	-23.4%	Shares	Sole	2026-08-10
2026-03-31	$366,913	18,039	0.0%	Shares	Sole	2026-04-07
2025-12-31	$348,693	18,039	+2.5%	Shares	Sole	2026-02-11
2025-09-30	$327,813	17,596	+12.8%	Shares	Sole	2025-11-12
2025-06-30	$281,351	15,596	0.0%	Shares	Sole	2025-08-08
2025-03-31	$282,131	15,596	0.0%	Shares	Sole	2025-05-09
2024-12-31	$300,690	15,596	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.