IFP Advisors
FDBC icon

IFP Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

IFP 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
Q3 		$1.96K Buy
36
+2
+6% +$107 ﹤0.01% 4236
2026
Q2 		$1.75K Buy
34
+22
+183% +$1.03K ﹤0.01% 4292
2026
Q1 		$519 Sell
12
-2
-14% -$89 ﹤0.01% 4408
2025
Q4 		$609 Buy
14
+8
+133% +$355 ﹤0.01% 4229
2025
Q3 		$263 Buy
6
+3
+100% +$132 ﹤0.01% 4338
2025
Q2 		$230 Buy
3
+2
+200% +$82 ﹤0.01% 4611
2025
Q1 		$42 Hold
1
– – ﹤0.01% 4052
2024
Q4 		$49 Buy
+1
New +$52 ﹤0.01% 4266

Other funds holding FDBC

Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Lewis Asset Management
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
Zullo Investment Group
Zullo Investment Group Scranton, Pennsylvania $310M AUM 32.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Peoples Financial Services Corp
Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's FDBC Position: Q3 2026 in Review

IFP Advisors increased its Fidelity D&D Bancorp (FDBC) stake by 5.9% in Q3 2026, buying an estimated $107 and bringing the position to 36 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

IFP Advisors first reported a position in FDBC in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold FDBC as of Q3 2026.

  • IFP Advisors held 36 shares of Fidelity D&D Bancorp worth $1.96K as of Q3 2026.
  • IFP Advisors bought 2 Fidelity D&D Bancorp shares in Q3 2026, an estimated $107.
  • Fidelity D&D Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4236 holding.
  • IFP Advisors first reported a position in Fidelity D&D Bancorp in Q4 2024 and has held it in 8 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.