EverSource Wealth Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

EverSource Wealth Advisors’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	$2.37K	Sell	46 -217	-83%	-$10.1K	﹤0.01%	3656
2026 Q1	$11.4K	Buy	263 +5	+2%	+$222	﹤0.01%	2845
2025 Q4	$11.2K	Sell	258 -4	-2%	-$177	﹤0.01%	2735
2025 Q3	$11.5K	Buy	262 +64	+32%	+$2.81K	﹤0.01%	2744
2025 Q2	$9.11K	Buy	198 +195	+6,500%	+$8.01K	﹤0.01%	2867
2025 Q1	$125	Buy	+3	New	+$133	﹤0.01%	3786

Other funds holding FDBC

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LAM

Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EverSource Wealth Advisors's FDBC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fidelity D&D Bancorp (FDBC) stake by 83% in Q2 2026, selling an estimated $10.1K and leaving 46 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

EverSource Wealth Advisors first reported a position in FDBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5K in Q3 2025. 32 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

EverSource Wealth Advisors held 46 shares of Fidelity D&D Bancorp worth $2.37K as of Q2 2026.
EverSource Wealth Advisors sold 217 Fidelity D&D Bancorp shares in Q2 2026, an estimated $10.1K.
Fidelity D&D Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3656 holding.
EverSource Wealth Advisors first reported a position in Fidelity D&D Bancorp in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Fidelity D&D Bancorp position peaked at $11.5K in Q3 2025.
32 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.