Creative Planning reports 2.45% increase in ownership of FULT / Fulton Financial Corporation

Fulton Financial Corporation

US ˙ NasdaqGS ˙ US3602711000

Security	FULT / Fulton Financial Corporation
Institution	Creative Planning
Latest Disclosed Ownership	57,030 shares
Latest Disclosed Value	$ 1,159,995

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 57,030 shares of Fulton Financial Corporation (US:FULT) valued at $1,159,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,668 shares of Fulton Financial Corporation. This represents a change in shares of 2.45% during the quarter. The current value of the position is $1,211,317 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	FULTON FINL CORP PA	COM	360271100	57,030	1,362	2.45	1,160	7.71	0.0008
2026-02-17	2025-12-31	13F	FULTON FINL CORP PA	COM	360271100	55,668	-3,112	-5.29	1,076	-1.74	0.0008
2025-11-14	2025-09-30	13F	FULTON FINL CORP PA	COM	360271100	58,780	5,295	9.90	1,095	13.59	0.0008
2025-08-08	2025-06-30	13F	FULTON FINL CORP PA	COM	360271100	53,485	-475	-0.88	965	-1.23	0.0008
2025-05-15	2025-03-31	13F	FULTON FINL CORP PA	COM	360271100	53,960	19,773	57.84	976	48.10	0.0009
2025-02-14	2024-12-31	13F	FULTON FINL CORP PA	COM	360271100	34,187	633	1.89	659	8.39	0.0006
2024-10-11	2024-09-30	13F	FULTON FINL CORP PA	COM	360271100	33,554	7,039	26.55	608	35.11	0.0006
2024-08-15	2024-06-30	13F	FULTON FINL CORP PA	COM	360271100	26,515	358	1.37	450	8.43	0.0005
2024-05-13	2024-03-31	13F	FULTON FINL CORP PA	COM	360271100	26,157	0	0.00	416	-3.49	0.0005
2024-02-14	2023-12-31	13F	FULTON FINL CORP PA	COM	360271100	26,157	-290	-1.10	431	34.38	0.0008
2023-11-16	2023-09-30	13F	FULTON FINL CORP PA	COM	360271100	26,447	-2,739	-9.38	320	-7.78	0.0004
2023-07-21	2023-06-30	13F	FULTON FINL CORP PA	COM	360271100	29,186	-4,406	-13.12	348	-25.22	0.0005
2023-05-15	2023-03-31	13F	FULTON FINL CORP PA	COM	360271100	33,592	11,564	52.50	464	25.41	0.0007
2023-02-10	2022-12-31	13F	FULTON FINL CORP PA	COM	360271100	22,028	-6,438	-22.62	371	-17.78	0.0006
2022-11-03	2022-09-30	13F	FULTON FINL CORP PA	COM	360271100	28,466	9,136	47.26	450	61.29	0.0008
2022-08-15	2022-06-30	13F	FULTON FINL CORP PA	COM	360271100	19,330	-244	-1.25	279	-14.15	0.0005
2022-05-16	2022-03-31	13F	FULTON FINL CORP PA	COM	360271100	19,574	81	0.42	325	-1.81	0.0005
2022-02-11	2021-12-31	13F	FULTON FINL CORP PA	COM	360271100	19,493	5,021	34.69	331	49.77	0.0005
2021-11-10	2021-09-30	13F	FULTON FINL CORP PA	COM	360271100	14,472	92	0.64	221	-2.64	0.0004
2021-08-04	2021-06-30	13F	FULTON FINL CORP PA	COM	360271100	14,380	86	0.60	227	-6.58	0.0004
2021-04-30	2021-03-31	13F	CreativePlanning	COM	360271100	14,294	6	0.04	243	33.52	0.0005
2021-01-29	2020-12-31	13F	FULTON FINL CORP PA	COM	360271100	14,288	-1,134	-7.35	182	26.39	0.0004
2020-11-05	2020-09-30	13F	FULTON FINL CORP PA	COM	360271100	15,422	8	0.05	144	-11.11	0.0004
2020-07-23	2020-06-30	13F	FULTON FINL CORP PA	COM	360271100	15,414	7	0.05	162	-8.47	0.0005
2020-05-05	2020-03-31	13F	FULTON FINL CORP PA	COM	360271100	15,407	60	0.39	177	-33.71	0.0006
2020-01-30	2019-12-31	13F	FULTON FINL CORP PA	COM	360271100	15,347	-1,085	-6.60	267	0.38	0.0008
2019-11-01	2019-09-30	13F	FULTON FINL CORP PA	COM	360271100	16,432	5	0.03	266	-1.12	0.0009
2019-07-26	2019-06-30	13F	FULTON FINL CORP PA	COM	360271100	16,427	4	0.02	269	5.91	0.0009
2019-04-24	2019-03-31	13F	FULTON FINL CORP PA	COM	360271100	16,423	776	4.96	254	4.96	0.0009
2019-02-12	2018-12-31	13F/A-1	FULTON FINL CORP PA	COM	360271100	15,647	15,647		242		0.0010
2019-02-01	2018-12-31	13F	FULTON FINL CORP PA	COM	360271100	15,647	15,647		242
2017-10-17	2017-09-30	13F	FULTON FINL CORP PA	COM	360271100	0	-5,546	-100.00	0	-100.00
2017-07-12	2017-06-30	13F	FULTON FINL CORP PA	COM	360271100	5,546	0	0.00	105	6.06	0.0005
2017-04-07	2017-03-31	13F	FULTON FINL CORP PA	COM	360271100	5,546	1,725	45.15	99	37.50	0.0005
2017-01-09	2016-12-31	13F	FULTON FINL CORP PA	COM	360271100	3,821	0	0.00	72	30.91	0.0004
2016-10-12	2016-09-30	13F	FULTON FINL CORP PA	COM	360271100	3,821	1,090	39.91	55	48.65	0.0004
2016-07-12	2016-06-30	13F	FULTON FINL CORP PA	COM	360271100	2,731	0	0.00	37	0.00	0.0003
2016-04-08	2016-03-31	13F	FULTON FINL CORP PA	COM	360271100	2,731	0	0.00	37	2.78	0.0003
2016-01-11	2015-12-31	13F	FULTON FINL CORP PA	COM	360271100	2,731	-8,259	-75.15	36	-72.93	0.0003
2015-10-09	2015-09-30	13F	FULTON FINL CORP PA	COM	360271100	10,990	0	0.00	133	-7.64	0.0012
2015-07-09	2015-06-30	13F	FULTON FINL CORP PA	COM	360271100	10,990	-8,107	-42.45	144	-38.98	0.0013
2015-04-13	2015-03-31	13F	FULTON FINL CORP PA	COM	360271100	19,097	19,097	0.00	236		0.0022
2015-01-29	2014-12-31	13F	FULTON FINL CORP PA	COM	360271100	0	-19,851	-100.00	0	-100.00
2014-10-10	2014-09-30	13F	FULTON FINL CORP PA	COM	360271100	19,851	-761	-3.69	220	-13.73	0.0026
2014-08-20	2014-06-30	13F	FULTON FINL CORP PA	COM	360271100	20,612	401	1.98	255	0.39	0.0033
2014-04-11	2014-03-31	13F	FULTON FINL CORP PA	COM	360271100	20,211	621	3.17	254	-0.78	0.0038
2014-01-06	2013-12-31	13F	FULTON FINL CORP PA	COM	360271100	19,590	8,240	72.60	256	92.48	0.0044
2013-10-10	2013-09-30	13F	FULTON FINL CORP PA	COM	360271100	11,350	2,579	29.40	133	31.68	0.0026
2013-07-09	2013-06-30	13F	FULTON FINL CORP PA	COM	360271100	8,771	8,771		101		0.0023

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.