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Essential Partners’s Fidelity D&D Bancorp FDBC Stock Holding History

Essential Partners’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 		$2.11K Sell
41
-19
-32% -$887 ﹤0.01% 1951
2026
Q1 		$2.6K Sell
60
-22
-27% -$978 ﹤0.01% 1896
2025
Q4 		$3.57K Buy
82
+3
+4% +$133 ﹤0.01% 1571
2025
Q3 		$3.46K Buy
79
+66
+508% +$2.9K ﹤0.01% 1572
2025
Q2 		$598 Buy
+13
New +$534 ﹤0.01% 1653

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

Essential Partners's FDBC Position: Q2 2026 in Review

Essential Partners reduced its Fidelity D&D Bancorp (FDBC) stake by 32% in Q2 2026, selling an estimated $887 and leaving 41 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Essential Partners first reported a position in FDBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57K in Q4 2025. 89 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • Essential Partners held 41 shares of Fidelity D&D Bancorp worth $2.11K as of Q2 2026.
  • Essential Partners sold 19 Fidelity D&D Bancorp shares in Q2 2026, an estimated $887.
  • Fidelity D&D Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1951 holding.
  • Essential Partners first reported a position in Fidelity D&D Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Fidelity D&D Bancorp position peaked at $3.57K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.