The cluster is small in absolute dollar terms ($1.0M net buying) and consists entirely of regional asset managers rather than high-conviction hedge funds or activists. The buying aligns with Q3 earnings strength but represents a modest signal. Monitor Q4 2026 13F filings to see if larger institutions follow or if these positions are reversed.
Executive Summary
Four asset managers added to their FULT positions in Q3 2026, increasing aggregate holdings by $1.0M to $3.3M. The buying follows Fulton Financial's Q3 earnings beat (EPS $0.59 vs $0.56 consensus) and improved asset quality, suggesting the institutional moves were driven by the positive results. No sellers were present in the cluster.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.0M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +47.7% | $1.6M | $411.0K |
| Concurrent Investment Advisors | ADD | +42% | $297.0K | $73.0K |
| Nisa Investment Advisors | ADD | +63.3% | $927.0K | $318.0K |
| Hb Wealth Management | ADD | +95.2% | $500.0K | $225.0K |
Key Facts
- 4 asset managers added to FULT positions in Q3 2026, with aggregate holdings rising $1.0M to $3.3M
- No institutional sellers in the cluster
- Wealth Enhancement Advisory Services added the most value (+$411K, +47.7% shares)
- Hb Wealth Management had the largest percentage increase (+95.2% shares)
- Q3 2026 EPS of $0.59 beat consensus of $0.56 by 5.4%
- Net interest income rose to $290.0M from $284.3M linked-quarter
- Net charge-offs improved to 0.14% annualized from 0.34% in Q2
Financial Impact
4 institutions accumulated $1.0M in net new FULT positions during Q3 2026, bringing total holdings to $3.3M. No institutional selling was recorded.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All buyers are small regional asset managers, not high-conviction hedge funds or activists
- Aggregate buying of $1.0M is immaterial relative to FULT's market cap (~$3B)
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FULT-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $23.67 $23.70 | ▲ +0.13% | ▼ −0.58% | — |
Oct 21, 2026 6d ago | 8-K | $23.35 $23.67 | ▲ +1.37% | ▲ +1.89% | — |
Oct 21, 2026 6d ago | Press Release | $23.35 $23.67 | ▲ +1.37% | ▲ +1.89% | — |
Oct 1, 2026 26d ago | Press Release | $22.59 $22.81 | ▲ +0.97% | ▲ +0.23% | — |
Sep 15, 2026 6w ago | Press Release | $23.46 $23.39 | ▼ −0.30% | ▼ −1.43% | — |
Aug 6, 2026 11w ago | Insider Cluster | $24.40 $24.24 | ▼ −0.66% | ▼ −1.27% | — |
Jul 22, 2026 13w ago | Press Release | $24.26 $24.57 | ▲ +1.28% | ▲ +1.18% | — |
Jul 21, 2026 14w ago | Press Release | $24.44 $24.26 | ▼ −0.74% | ▲ +0.50% | — |
US Market Status
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