Douglas Lane & Associates, LLC FULT — FULTON FINANCIAL CORP PA

Ownership history in Douglas Lane & Associates, LLC  ·  12 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported FULTON FINANCIAL CORP PA (FULT) in 12 quarterly 13F filings from 2026 Q3 through 2026 Q3. The latest visible filing shows FULT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FULT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in FULTON FINANCIAL CORP PA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FULT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held FULT — position size vs. price
% of Fund (quarterly)    FULT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 14,623 +4,143 +39.5% 0.00% $330K 2026-10-09 $22.10
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Douglas Lane & Associates, LLC and FULT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning FULT?

Douglas Lane & Associates, LLC reported FULT across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported FULT position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for FULT was 0.00% in 2026 Q3.

What is the latest reported FULT position on this page?

The most recent filing on this page is 2026 Q3, when Douglas Lane & Associates, LLC reported 14,623 shares, equal to 0.00% of portfolio, with an estimated market value of $330K.

What does the chart on this FULT ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly FULT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Douglas Lane & Associates, LLC time their FULT position?

Based on 13F filing dates vs. subsequent FULT price moves, Douglas Lane & Associates, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on FULT relative to SPY over the holding period was +21.7%.

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