Farther Finance Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

Farther Finance 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	$201K	Buy	3,914 +4	+0.1%	+$187	﹤0.01%	2231
2026 Q1	$170K	Buy	3,910 +3,901	+43,344%	+$173K	﹤0.01%	2135
2025 Q4	$392	Buy	9 +7	+350%	+$310	﹤0.01%	5099
2025 Q3	$88	Sell	2 -7	-78%	-$307	﹤0.01%	4830
2025 Q2	$414	Buy	+9	New	+$370	﹤0.01%	4072

Other funds holding FDBC

AWAP

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

LAM

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

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

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's FDBC Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity D&D Bancorp (FDBC) stake by 0.1% in Q2 2026, buying an estimated $187 and bringing the position to 3,914 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Farther Finance Advisors first reported a position in FDBC in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

Farther Finance Advisors held 3,914 shares of Fidelity D&D Bancorp worth $201K as of Q2 2026.
Farther Finance Advisors bought 4 Fidelity D&D Bancorp shares in Q2 2026, an estimated $187.
Fidelity D&D Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2231 holding.
Farther Finance Advisors first reported a position in Fidelity D&D Bancorp in Q2 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.