Fulton Financial Corporation
DE ˙ DB ˙ US3602711000
17,50 € ↓ -0,60 (-3,31%)
2026-06-04
AKTIENPREIS
SecurityDE:FU5 / Fulton Financial Corporation
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership10,018 shares
Latest Disclosed Value $ 203,767
Captrust Financial Advisors ownership in FU5 / Fulton Financial Corporation

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 10,018 shares of Fulton Financial Corporation (DE:FU5) valued at $166,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 15, 2024 disclosing 0 shares of Fulton Financial Corporation. The current value of the position is $175,315 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F FULTON FINL CORP PA COM Stock 360271100 10,018 10,018 204 0.0004
2024-05-15 2024-03-31 13F FULTON FINL CORP PA COM Stock 360271100 0 -16,940 -100.00 0 -100.00
2024-02-14 2023-12-31 13F FULTON FINL CORP PA COM Stock 360271100 16,940 173 1.03 279 36.95 0.0010
2023-11-15 2023-09-30 13F FULTON FINL CORP PA COM Stock 360271100 16,767 -2,203 -11.61 203 -10.18 0.0008
2023-08-15 2023-06-30 13F FULTON FINL CORP PA COM Stock 360271100 18,970 5,582 41.69 226 22.16 0.0009
2023-05-15 2023-03-31 13F FULTON FINL CORP PA COM Stock 360271100 13,388 97 0.73 185 -17.04 0.0008
2023-02-15 2022-12-31 13F FULTON FINL CORP PA COM Stock 360271100 13,291 957 7.76 224 14.36 0.0011
2022-11-16 2022-09-30 13F FULTON FINL CORP PA COM Stock 360271100 12,334 9,158 288.35 195 323.91 0.0011
2022-08-23 2022-06-30 13F/A-1 FULTON FINL CORP PA COM Common Stock 360271100 3,176 256 8.77 46 -6.12 0.0003
2022-08-16 2022-06-30 13F FULTON FINL CORP PA COM COM 360271100 12,336 9,416 178 0.0013
2022-05-16 2022-03-31 13F FULTON FINL CORP PA COM 360271100 2,920 551 23.26 49 19.51 0.0003
2022-02-14 2021-12-31 13F FULTON FINL CORP PA COM Common Stock 360271100 2,369 569 31.61 41 46.43 0.0003
2021-11-16 2021-09-30 13F FULTON FINL CORP PA COM Common Stock 360271100 1,800 -221 -10.94 28 -12.50 0.0002
2021-08-16 2021-06-30 13F FULTON FINL CORP PA COM Common Stock 360271100 2,021 296 17.16 32 6.67 0.0003
2021-05-17 2021-03-31 13F FULTON FINL CORP PA COM Common Stock 360271100 1,725 1,405 439.06 30 650.00 0.0003
2021-02-16 2020-12-31 13F FULTON FINL CORP PA COM Common Stock 360271100 320 320 4 0.0001
2019-11-14 2019-09-30 13F FULTON FINL CORP PA COM Common Stock 360271100 0 -10 -100.00 0 0.0000
2019-08-13 2019-06-30 13F FULTON FINL CORP PA COM Common Stock 360271100 10 10 0 0.0000
2017-11-13 2017-09-30 13F FULTON FINL CORP PA COM Common Stock 360271100 0 -1,842 -100.00 0 -100.00
2017-08-10 2017-06-30 13F FULTON FINL CORP PA COM Common Stock 360271100 1,842 1,842 35 0.0030
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.