Wealth Preservation Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

Wealth Preservation 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	$43	Buy	+1	New	+$44	﹤0.01%	980

Other funds holding FDBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wealth Preservation Advisors's FDBC Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Fidelity D&D Bancorp (FDBC) in Q1 2026: 1 share worth $43. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

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

Wealth Preservation Advisors held 1 share of Fidelity D&D Bancorp worth $43 as of Q1 2026.
Fidelity D&D Bancorp was a new Wealth Preservation Advisors position in Q1 2026.
Fidelity D&D Bancorp made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #980 holding.
87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.