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Root Financial Partners’s Fidelity D&D Bancorp FDBC Stock Holding History

Root Financial 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 		$216 Buy
+5
New +$222 ﹤0.01% 3134

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
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

Root Financial Partners's FDBC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Fidelity D&D Bancorp (FDBC) in Q1 2026: 5 shares worth $216. The stake represents ﹤0.01% of the portfolio and ranks #3134 among its holdings.

87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Root Financial Partners held 5 shares of Fidelity D&D Bancorp worth $216 as of Q1 2026.
  • Fidelity D&D Bancorp was a new Root Financial Partners position in Q1 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3134 holding.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.