Manager × security

Legacy Advisors, LLC FULT holdings history

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FULTON FINANCIAL CORP · CUSIP 360271100 · CIK 1720969

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Legacy Advisors, LLC reported 281.10K FULT (shares), valued at $6.80M, or 0.64% of its reported non-derivative portfolio. Filed 2026-07-24.

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Portfolio weight and quantity history
Reported portfolio weight
0.64%
Shares
281.10K
281,104
Reported value
$6.80M
USD

Shares unchanged; reported value increased 18.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.64%281,104SEC filing ↗Filed Jul 24, 2026
Q1 20260.67%281,104SEC filing ↗Filed May 5, 2026
Q4 20250.59%281,104SEC filing ↗Filed Jan 27, 2026
Q3 20250.65%281,104SEC filing ↗Filed Nov 13, 2025
Q2 20250.82%5,071SEC filing ↗Filed Aug 7, 2025
Q1 20250.53%281,104SEC filing ↗Filed Apr 23, 2025Combination report
Q4 20240.53%281,104SEC filing ↗Filed Feb 14, 2025Combination report
Q3 20240.55%281,104SEC filing ↗Filed Nov 13, 2024Combination report
Q2 20240.58%281,104SEC filing ↗Filed Jul 30, 2024Combination report
Q1 20240.58%286,104SEC filing ↗Filed Apr 30, 2024Combination report
Q4 20230.61%286,104SEC filing ↗Filed Feb 12, 2024Combination report
Q3 20230.56%281,104SEC filing ↗Filed Nov 14, 2023Combination report

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.56%281,104$3.45MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20230.61%286,104$4.76MShares increased 1.78%; reported value increased 37.94%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2024
Q1 20240.58%286,104$4.59MShares unchanged; reported value decreased 3.43%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2024
Q2 20240.58%281,104$4.77MShares decreased 1.75%; reported value increased 3.88%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2024
Q3 20240.55%281,104$5.10MShares unchanged; reported value increased 6.77%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20240.53%281,104$5.47MShares unchanged; reported value increased 7.34%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20250.53%281,104$5.09MShares unchanged; reported value decreased 7.04%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2025
Q2 20250.82%5,071$281.10KShares decreased 98.20%; reported value decreased 94.47%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 7, 2025
Q3 20250.65%281,104$5.24MShares increased 5443.36%; reported value increased 1763.00%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2025
Q4 20250.59%281,104$5.49MShares unchanged; reported value increased 4.78%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 27, 2026
Q1 20260.67%281,104$5.72MShares unchanged; reported value increased 4.20%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 5, 2026
Q2 20260.64%281,104$6.80MShares unchanged; reported value increased 18.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 24, 2026
Legacy Advisors, LLC · FULTON FINANCIAL CORP

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.