Liberty Square Wealth Partners’s Fidelity D&D Bancorp FDBC Stock Holding History

Liberty Square Wealth Partners’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	$1.86M	Hold	36,243	–	–	0.44%	27
2026 Q1	$1.57M	Hold	36,243	–	–	0.44%	30
2025 Q4	$1.58M	Hold	36,243	–	–	0.45%	31
2025 Q3	$1.59M	Sell	36,243 -171	-0.5%	-$7.51K	0.49%	33
2025 Q2	$1.68M	Hold	36,414	–	–	0.58%	33
2025 Q1	$1.52M	Hold	36,414	–	–	0.58%	33
2024 Q4	$1.62M	Buy	+36,414	New	+$1.91M	0.59%	31

Other funds holding FDBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Liberty Square Wealth Partners's FDBC Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Fidelity D&D Bancorp (FDBC) position steady in Q2 2026 at 36,243 shares worth $1.86M. The position accounts for 0.44% of the portfolio, ranked #27.

Liberty Square Wealth Partners first reported a position in FDBC in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

Liberty Square Wealth Partners held 36,243 shares of Fidelity D&D Bancorp worth $1.86M as of Q2 2026.
Liberty Square Wealth Partners left its Fidelity D&D Bancorp share count unchanged in Q2 2026.
Fidelity D&D Bancorp made up 0.44% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #27 holding.
Liberty Square Wealth Partners first reported a position in Fidelity D&D Bancorp in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.