Marshall & Sterling Wealth Advisors Inc.

Position in FULT — Fulton Financial Corp

CIK 2056315 POUGHKEEPSIE, NY

Position in FULT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,104

+$813 QoQ

Shares Held

211

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#319

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

Marshall & Sterling Wealth Advisors Inc. holds $345,939 across 5 Banks - Regional names. FULT ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBU	Community Financial System, Inc.	3,000	$201,360
2	MTB	M&T Bank Corp	420	$99,964
3	FLG	Flagstar Bank, National Association	1,557	$23,261
4	PNC	Pnc Financial Services Group, Inc.	66	$16,250
5	FULT	Fulton Financial Corp This page	211	$5,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,104	211	0.0%	Shares	Sole	2026-07-21
2026-03-31	$4,291	211	0.0%	Shares	Sole	2026-05-07
2025-12-31	$4,078	211	0.0%	Shares	Sole	2026-02-10
2025-09-30	$3,930	211	0.0%	Shares	Other	2025-11-10
2025-06-30	$3,806	211	0.0%	Shares	Sole	2025-08-12
2025-03-31	$3,816	211	0.0%	Shares	Sole	2025-05-15
2024-12-31	$4,068	211	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.