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Alliance Wealth Advisors (Pennsylvania)’s Fidelity D&D Bancorp FDBC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$788K Buy
15,318
+5,448
+55% +$254K 0.26% 60
2026
Q1 		$427K Buy
9,870
+2,299
+30% +$102K 0.19% 92
2025
Q4 		$330K Sell
7,571
-1,314
-15% -$58.3K 0.14% 113
2025
Q3 		$389K Sell
8,885
-451
-5% -$19.8K 0.17% 102
2025
Q2 		$429K Buy
9,336
+4
+0% +$164 0.22% 80
2025
Q1 		$388K Buy
9,332
+4,870
+109% +$215K 0.22% 88
2024
Q4 		$218K Buy
4,462
+3
+0.1% +$157 0.12% 135
2024
Q3 		$220K Buy
+4,459
New +$220K 0.13% 130
2024
Q2 		– Sell
-4,152
Closed -$201K – 137
2024
Q1 		$201K Sell
4,152
-76
-2% -$3.74K 0.13% 128
2023
Q4 		$245K Buy
+4,228
New +$214K 0.16% 117

Other funds holding FDBC

LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s FDBC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Fidelity D&D Bancorp (FDBC) stake by 55% in Q2 2026, buying an estimated $254K and bringing the position to 15,318 shares worth $788K. The position accounts for 0.26% of the portfolio, ranked #60.

Alliance Wealth Advisors (Pennsylvania) first reported a position in FDBC in Q4 2023 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 15,318 shares of Fidelity D&D Bancorp worth $788K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 5,448 Fidelity D&D Bancorp shares in Q2 2026, an estimated $254K.
  • Fidelity D&D Bancorp made up 0.26% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #60 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Fidelity D&D Bancorp in Q4 2023 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.