Nisa Investment Advisors
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Nisa Investment Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

Nisa Investment 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
Q1 		– Sell
-380
Closed -$16.5K – 3072
2025
Q4 		$16.5K Hold
380
– – ﹤0.01% 2017
2025
Q3 		$16.7K Hold
380
– – ﹤0.01% 2079
2025
Q2 		$17.5K Sell
380
-5
-1% -$205 ﹤0.01% 2009
2025
Q1 		$16K Buy
385
+5
+1% +$221 ﹤0.01% 1970
2024
Q4 		$18.5K Hold
380
– – ﹤0.01% 1961
2024
Q3 		$18.7K Hold
380
– – ﹤0.01% 1928
2024
Q2 		$16.6K Hold
380
– – ﹤0.01% 2008
2024
Q1 		$18.4K Hold
380
– – ﹤0.01% 1921
2023
Q4 		$22.1K Sell
380
-8
-2% -$405 ﹤0.01% 1853
2023
Q3 		$17.6K Buy
388
+100
+35% +$4.72K ﹤0.01% 2056
2023
Q2 		$14K Buy
288
+8
+3% +$348 ﹤0.01% 2191
2023
Q1 		$13K Hold
280
– – ﹤0.01% 2112
2022
Q4 		$13K Hold
280
– – ﹤0.01% 2144
2022
Q3 		$13K Hold
280
– – ﹤0.01% 2136
2022
Q2 		$11K Hold
280
– – ﹤0.01% 2164
2022
Q1 		$13K Sell
280
-120
-30% -$5.99K ﹤0.01% 2146
2021
Q4 		$21K Hold
400
– – ﹤0.01% 1918
2021
Q3 		$20 Hold
400
– – ﹤0.01% 2094
2021
Q2 		$22 Hold
400
– – ﹤0.01% 2119
2021
Q1 		$25 Hold
400
– – ﹤0.01% 2095
2020
Q4 		$26K Sell
400
-385
-49% -$21.6K ﹤0.01% 2089
2020
Q3 		$38K Hold
785
– – ﹤0.01% 1905
2020
Q2 		$38K Buy
785
+505
+180% +$20.2K ﹤0.01% 1638
2020
Q1 		$14K Sell
280
-100
-26% -$5.55K ﹤0.01% 1784
2019
Q4 		$24K Buy
380
+200
+111% +$13K ﹤0.01% 1665
2019
Q3 		$11K Buy
180
+50
+38% +$3.11K ﹤0.01% 1759
2019
Q2 		$9K Hold
130
– – ﹤0.01% 1777
2019
Q1 		$8K Buy
130
+50
+63% +$3K ﹤0.01% 1815
2018
Q4 		$5K Hold
80
– – ﹤0.01% 1803
2018
Q3 		$6K Buy
+80
New +$4.97K ﹤0.01% 1838

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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 $79.5B AUM 27.1% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nisa Investment Advisors's FDBC Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Fidelity D&D Bancorp (FDBC) in Q1 2026, closing a stake of 380 shares — an estimated $16.5K sold.

Nisa Investment Advisors first reported a position in FDBC in Q3 2018 and held it in 30 quarters. The position peaked at $38K in Q3 2020. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Fidelity D&D Bancorp position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 380 Fidelity D&D Bancorp shares in Q1 2026, an estimated $16.5K.
  • Nisa Investment Advisors first reported a position in Fidelity D&D Bancorp in Q3 2018 and held it in 30 quarters.
  • Nisa Investment Advisors's Fidelity D&D Bancorp position peaked at $38K in Q3 2020.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.