Wakefield Asset Management LLLP FULT β€” FULTON FINL CORP PA

Ownership history in Wakefield Asset Management LLLP  Β·  5 quarters on record

AI Ownership Summary

Wakefield Asset Management LLLP reported FULTON FINL CORP PA (FULT) in 5 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.33% in 2026 Q2. The latest visible filing shows FULT at 0.33% 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 Wakefield Asset Management LLLP's position in FULTON FINL 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 Q2

FULT was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Wakefield Asset Management LLLP held FULT β€” position size vs. price
% of Fund (quarterly)    FULT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 60,884 +14,862 +32.3% 0.33% $1.5M 2026-08-11 $24.27
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wakefield Asset Management LLLP and FULT

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

How long has Wakefield Asset Management LLLP reported owning FULT?

Wakefield Asset Management LLLP reported FULT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported FULT position in Wakefield Asset Management LLLP's portfolio?

The largest reported portfolio weight for FULT was 0.33% in 2026 Q2.

What is the latest reported FULT position on this page?

The most recent filing on this page is 2026 Q2, when Wakefield Asset Management LLLP reported 60,884 shares, equal to 0.33% of portfolio, with an estimated market value of $1.5M.

What does the chart on this FULT ownership page compare?

The chart compares Wakefield Asset Management LLLP'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 Wakefield Asset Management LLLP time their FULT position?

Based on 13F filing dates vs. subsequent FULT price moves, Wakefield Asset Management LLLP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FULT relative to SPY over the holding period was +14.8%.

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