Zullo Investment Group’s Fidelity D&D Bancorp FDBC Stock Holding History

Zullo Investment Group’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	$257K	Hold	5,943	–	–	0.1%	129
2025 Q4	$259K	Hold	5,943	–	–	0.09%	128
2025 Q3	$260K	Hold	5,943	–	–	0.1%	134
2025 Q2	$273K	Hold	5,943	–	–	0.11%	126
2025 Q1	$247K	Hold	5,943	–	–	0.11%	127
2024 Q4	$290K	Hold	5,943	–	–	0.12%	123
2024 Q3	$293K	Hold	5,943	–	–	0.12%	124
2024 Q2	$260K	Sell	5,943 -250	-4%	-$11.5K	0.11%	131
2024 Q1	$300K	Hold	6,193	–	–	0.14%	117
2023 Q4	$359K	Sell	6,193 -500	-7%	-$25.3K	0.18%	104
2023 Q3	$304K	Hold	6,693	–	–	0.18%	104
2023 Q2	$325K	Hold	6,693	–	–	0.19%	102
2023 Q1	$306K	Hold	6,693	–	–	0.19%	103
2022 Q4	$316K	Hold	6,693	–	–	0.19%	98
2022 Q3	$270K	Hold	6,693	–	–	0.17%	104
2022 Q2	$272K	Hold	6,693	–	–	0.17%	108
2022 Q1	$311K	Hold	6,693	–	–	0.16%	115
2021 Q4	$395K	Buy	+6,693	New	+$355K	0.2%	100

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 $79.5B AUM 27.1% 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

Zullo Investment Group's FDBC Position: Q1 2026 in Review

Zullo Investment Group held its Fidelity D&D Bancorp (FDBC) position steady in Q1 2026 at 5,943 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #129.

Zullo Investment Group first reported a position in FDBC in Q4 2021 and has held it in 18 quarters since. The position peaked at $395K in Q4 2021. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

Zullo Investment Group held 5,943 shares of Fidelity D&D Bancorp worth $257K as of Q1 2026.
Zullo Investment Group left its Fidelity D&D Bancorp share count unchanged in Q1 2026.
Fidelity D&D Bancorp made up 0.1% of Zullo Investment Group's portfolio in Q1 2026, its #129 holding.
Zullo Investment Group first reported a position in Fidelity D&D Bancorp in Q4 2021 and has held it in 18 quarters since.
Zullo Investment Group's Fidelity D&D Bancorp position peaked at $395K in Q4 2021.
87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.