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Integrated Wealth Concepts’s Fidelity D&D Bancorp FDBC Stock Holding History

Integrated Wealth Concepts’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 		$6.48K Buy
+126
New +$5.88K ﹤0.01% 4832

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

Integrated Wealth Concepts's FDBC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity D&D Bancorp (FDBC) in Q2 2026: 126 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #4832 among its holdings.

89 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • Integrated Wealth Concepts held 126 shares of Fidelity D&D Bancorp worth $6.48K as of Q2 2026.
  • Fidelity D&D Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4832 holding.
  • 89 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.