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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Square Wealth Partners's FDBC Position: Q1 2026 in Review

Liberty Square Wealth Partners held its Fidelity D&D Bancorp (FDBC) position steady in Q1 2026 at 36,243 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #30.

Liberty Square Wealth Partners first reported a position in FDBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Liberty Square Wealth Partners held 36,243 shares of Fidelity D&D Bancorp worth $1.57M as of Q1 2026.
  • Liberty Square Wealth Partners left its Fidelity D&D Bancorp share count unchanged in Q1 2026.
  • Fidelity D&D Bancorp made up 0.44% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Liberty Square Wealth Partners first reported a position in Fidelity D&D Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's Fidelity D&D Bancorp position peaked at $1.68M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.