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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
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

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

True Wealth Design's FDBC Position: Q2 2026 in Review

True Wealth Design increased its Fidelity D&D Bancorp (FDBC) stake by 11% in Q2 2026, buying an estimated $47 and bringing the position to 10 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

True Wealth Design first reported a position in FDBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29K in Q2 2025. 12 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • True Wealth Design held 10 shares of Fidelity D&D Bancorp worth $515 as of Q2 2026.
  • True Wealth Design bought 1 Fidelity D&D Bancorp share in Q2 2026, an estimated $47.
  • Fidelity D&D Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2195 holding.
  • True Wealth Design first reported a position in Fidelity D&D Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Fidelity D&D Bancorp position peaked at $1.29K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.