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Allworth Financial’s Fidelity D&D Bancorp FDBC Stock Holding History

Allworth Financial’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
Q1 		$1.51K Buy
35
+7
+25% +$311 ﹤0.01% 4441
2025
Q4 		$1.22K Buy
28
+4
+17% +$177 ﹤0.01% 4302
2025
Q3 		$1.05K Buy
24
+20
+500% +$878 ﹤0.01% 4234
2025
Q2 		$184 Buy
+4
New +$164 ﹤0.01% 4328

Other funds holding FDBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial's FDBC Position: Q1 2026 in Review

Allworth Financial increased its Fidelity D&D Bancorp (FDBC) stake by 25% in Q1 2026, buying an estimated $311 and bringing the position to 35 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4441.

Allworth Financial first reported a position in FDBC in Q2 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Allworth Financial held 35 shares of Fidelity D&D Bancorp worth $1.51K as of Q1 2026.
  • Allworth Financial bought 7 Fidelity D&D Bancorp shares in Q1 2026, an estimated $311.
  • Fidelity D&D Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4441 holding.
  • Allworth Financial first reported a position in Fidelity D&D Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.