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 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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

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

IFP Advisors's FDBC Position: Q2 2026 in Review

IFP Advisors increased its Fidelity D&D Bancorp (FDBC) stake by 183% in Q2 2026, buying an estimated $1.03K and bringing the position to 34 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

IFP Advisors first reported a position in FDBC in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

IFP Advisors held 34 shares of Fidelity D&D Bancorp worth $1.75K as of Q2 2026.
IFP Advisors bought 22 Fidelity D&D Bancorp shares in Q2 2026, an estimated $1.03K.
Fidelity D&D Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4292 holding.
IFP Advisors first reported a position in Fidelity D&D Bancorp in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.