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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
Q2 		– Sell
-5
Closed -$216 – 1340
2026
Q1 		$216 Buy
+5
New +$222 ﹤0.01% 3134

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FDDB
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State Street
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SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Creative Planning
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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

Root Financial Partners's FDBC Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity D&D Bancorp (FDBC) in Q2 2026, closing a stake of 5 shares — an estimated $216 sold.

Root Financial Partners first reported a position in FDBC in Q1 2026 and held it in 1 quarter. The position peaked at $216 in Q1 2026. 88 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity D&D Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 Fidelity D&D Bancorp shares in Q2 2026, an estimated $216.
  • Root Financial Partners first reported a position in Fidelity D&D Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity D&D Bancorp position peaked at $216 in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.