True Wealth Design
FDBC icon

True Wealth Design’s Fidelity D&D Bancorp FDBC Stock Holding History

True Wealth Design’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
Q3 		$652 Buy
12
+2
+20% +$107 ﹤0.01% 2063
2026
Q2 		$515 Buy
10
+1
+11% +$47 ﹤0.01% 2195
2026
Q1 		$390 Sell
9
-6
-40% -$267 ﹤0.01% 2138
2025
Q4 		$653 Buy
15
+7
+88% +$310 ﹤0.01% 1864
2025
Q3 		$351 Sell
8
-20
-71% -$878 ﹤0.01% 2121
2025
Q2 		$1.29K Buy
28
+24
+600% +$986 ﹤0.01% 1365
2025
Q1 		$167 Buy
+4
New +$177 ﹤0.01% 2021

Other funds holding FDBC

Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Lewis Asset Management
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return
Zullo Investment Group
Zullo Investment Group Scranton, Pennsylvania $310M AUM 32.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Peoples Financial Services Corp
Peoples Financial Services Corp Moosic, Pennsylvania $227M AUM 30.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

True Wealth Design's FDBC Position: Q3 2026 in Review

True Wealth Design increased its Fidelity D&D Bancorp (FDBC) stake by 20% in Q3 2026, buying an estimated $107 and bringing the position to 12 shares worth $652. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

True Wealth Design first reported a position in FDBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29K in Q2 2025. 15 funds tracked by Wall St. Rank hold FDBC as of Q3 2026.

  • True Wealth Design held 12 shares of Fidelity D&D Bancorp worth $652 as of Q3 2026.
  • True Wealth Design bought 2 Fidelity D&D Bancorp shares in Q3 2026, an estimated $107.
  • Fidelity D&D Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2063 holding.
  • True Wealth Design first reported a position in Fidelity D&D Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Fidelity D&D Bancorp position peaked at $1.29K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.