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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

FULT holding history

Fulton Financial Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FULT overviewAll 13F holders of FULTFull Q2 2026 holdings

Shares (Q2 2026)
30,172
Value
$729.9K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of FULT by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,172$729.9K<0.1%+20,154+201.2%AddedHolders
Q1 202610,018$203.8K<0.1%+10,018NewHolders
Q1 20240$00.0%−16,940−100.0%Sold outHolders
Q4 202316,940$278.8K<0.1%+173+1.0%AddedHolders
Q3 202316,767$203.0K<0.1%−2,203−11.6%ReducedHolders
Q2 202318,970$226.1K<0.1%+5,582+41.7%AddedHolders
Q1 202313,388$185.0K<0.1%+97+0.7%AddedHolders
Q4 202213,291$223.7K<0.1%+957+7.8%AddedHolders
Q3 202212,334$195.0K<0.1%+9,158+288.4%AddedHolders
Q2 20223,176$46.0K<0.1%+256+8.8%AddedHolders
Q1 20222,920$49.0K<0.1%+551+23.3%AddedHolders
Q4 20212,369$41.0K<0.1%+569+31.6%AddedHolders
Q3 20211,800$28.0K<0.1%−221−10.9%ReducedHolders
Q2 20212,021$32.0K<0.1%+296+17.2%AddedHolders
Q1 20211,725$30.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.