Fidelity D & D Bancorp Inc
FDBC- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001098151
In the last 90 days, Fidelity D & D Bancorp Inc insiders filed 2 open-market purchases and 0 sales; 88 institutions reported holding it in 13F filings for Q2 2026, worth $77.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Fidelity D & D Bancorp Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 87
- +7 vs. Q4 2025
- Shares held
- 1.42M
- +295.5K (+26.3%) vs. Q4 2025
- Total value
- $61.4M
- +$12.5M (+25.6%) vs. Q4 2025
- New holders
- 12
- 34 more added
- Sold out
- 5
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 88 | $77.3M |
| Q1 2026 | 87 | $61.4M |
| Q4 2025 | 81 | $59.8M |
| Q3 2025 | 75 | $58.4M |
| Q2 2025 | 72 | $59.9M |
| Q1 2025 | 66 | $52.5M |
| Q4 2024 | 59 | $61.6M |
| Q3 2024 | 53 | $58.2M |
| Q2 2024 | 50 | $49.7M |
| Q1 2024 | 51 | $53.6M |
| Q4 2023 | 54 | $66.2M |
| Q3 2023 | 48 | $47.5M |
| Q2 2023 | 45 | $46.0M |
| Q1 2023 | 41 | $33.9M |
| Q4 2022 | 38 | $27.5M |
| Q3 2022 | 36 | $24.1M |
| Q2 2022 | 36 | $24.4M |
| Q1 2022 | 44 | $39.2M |
| Q4 2021 | 39 | $49.8M |
| Q3 2021 | 38 | $40.4M |
| Q2 2021 | 36 | $39.9M |
| Q1 2021 | 38 | $47.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Fidelity D & D Bancorp Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 1 | $43 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $44 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $87 | 0.00% | +1+100.0% | Added |
| Root Financial Partners, LLC | 5 | $216 | 0.00% | +5 | New |
| Rothschild Investment LLC | 7 | $303 | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 9 | $390 | 0.00% | −6−40.0% | Reduced |
| IFP Advisors, Inc | 12 | $519 | 0.00% | −2−14.3% | Reduced |
| MAI Capital Management | 12 | $520 | 0.00% | +11+1,100.0% | Added |
| Jones Financial Companies LLLP | 18 | $770 | 0.00% | +18 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | −1−5.0% | Reduced |
| Allworth Financial LP | 35 | $1.51K | 0.00% | +7+25.0% | Added |
| Optiver Holding B.V. | 56 | $2.42K | 0.00% | −24−30.0% | Reduced |
| Essential Partners LLC | 60 | $2.60K | 0.00% | −22−26.8% | Reduced |
| Peoples Financial Services Corp. | 146 | $6.32K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 148 | $6.41K | 0.00% | −35−19.1% | Reduced |
| Sterling Capital Management LLC | 158 | $6.84K | 0.00% | −116−42.3% | Reduced |
| Triumph Capital Management | 225 | $9.74K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 245 | $10.6K | 0.00% | +113+85.6% | Added |
| California State Teachers Retirement System | 257 | $11.1K | 0.00% | −35−12.0% | Reduced |
| EverSource Wealth Advisors, LLC | 263 | $11.4K | 0.00% | +5+1.9% | Added |
| Royal Bank of Canada | 298 | $13.0K | 0.00% | −349−53.9% | Reduced |
| SRS Capital Advisors, Inc. | 318 | $13.8K | 0.00% | −11−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 385 | $16.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 394 | $17.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 445 | $19.3K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 566 | $24.0K | 0.00% | +566 | New |
| Great West Life Assurance Co | 592 | $25.0K | 0.00% | +22+3.9% | Added |
| GAMMA Investing LLC | 634 | $27.4K | 0.00% | +225+55.0% | Added |
| UBS Group AG | 1,061 | $45.9K | 0.00% | +426+67.1% | Added |
| BNP Paribas Arbitrage, SA | 1,128 | $48.8K | 0.00% | −59−5.0% | Reduced |
| Versant Capital Management, Inc | 1,396 | $60.4K | 0.01% | −136−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,408 | $60.9K | 0.00% | +1,146+437.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,441 | $62.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,600 | $69.2K | 0.00% | −5−0.3% | Reduced |
| Vanguard Global Advisers, LLC | 1,724 | $74.6K | 0.00% | +1,724 | New |
| Wells Fargo & Company | 1,797 | $77.8K | 0.00% | −3,533−66.3% | Reduced |
| JPMorgan Chase & Co | 1,942 | $84.7K | 0.00% | −1,433−42.5% | Reduced |
| Meeder Asset Management Inc | 2,024 | $87.6K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,039 | $88.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,290 | $99.1K | 0.00% | +2,290 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,308 | $99.9K | 0.00% | +129+5.9% | Added |
| CWM, LLC | 2,458 | $106.4K | 0.00% | +204+9.1% | Added |
| MetLife Investment Management | 2,766 | $119.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,910 | $169.5K | 0.00% | +3,901+43,344.4% | Added |
| Janney Montgomery Scott LLC | 5,104 | $221.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,371 | $232.5K | 0.00% | +1,177+28.1% | Added |
| Arrowstreet Capital, Limited Partnership | 5,608 | $242.7K | 0.00% | +5,608 | New |
| Zullo Investment Group, Inc. | 5,943 | $257.2K | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,011 | $260.2K | 0.00% | −60−1.0% | Reduced |
| Millennium Management LLC | 6,497 | $281.2K | 0.00% | −6,930−51.6% | Reduced |
| RMB Capital Management, LLC | 6,911 | $299.1K | 0.01% | +14+0.2% | Added |
| Citadel Advisors LLC | 7,070 | $306.0K | 0.00% | −8,109−53.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,728 | $334.5K | 0.00% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 7,815 | $338.3K | 0.14% | +30.0% | Added |
| Nuveen, LLC | 8,088 | $350.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,121 | $351.5K | 0.00% | −2,708−25.0% | Reduced |
| Truist Financial Corp | 8,259 | $357.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,443 | $361.0K | 0.00% | +5,250+164.4% | Added |
| Barclays PLC | 9,425 | $407.9K | 0.00% | −3,716−28.3% | Reduced |
| Bank of America Corp | 9,596 | $415.3K | 0.00% | +617+6.9% | Added |
| Mercer Global Advisors Inc | 9,747 | $421.9K | 0.00% | +616+6.7% | Added |
| Alliance Wealth Advisors, LLC | 9,870 | $427.2K | 0.20% | +2,299+30.4% | Added |
| Martingale Asset Management L P | 10,624 | $459.8K | 0.01% | +3,451+48.1% | Added |
| Jacobi Capital Management LLC | 11,057 | $478.5K | 0.03% | +1,833+19.9% | Added |
| Renaissance Technologies LLC | 11,291 | $488.7K | 0.00% | −100−0.9% | Reduced |
| HSBC Holdings PLC | 11,581 | $505.4K | 0.00% | +3,407+41.7% | Added |
| Charles Schwab Investment Management Inc | 12,070 | $522.4K | 0.00% | −1,638−11.9% | Reduced |
| AQR Capital Management LLC | 16,405 | $710.0K | 0.00% | +1,805+12.4% | Added |
| Dimensional Fund Advisors LP | 19,335 | $837.0K | 0.00% | +2,820+17.1% | Added |
| Stifel Financial Corp | 23,842 | $1.03M | 0.00% | +1,000+4.4% | Added |
| Vanguard Portfolio Management LLC | 27,507 | $1.19M | 0.00% | +27,507 | New |
| Quantinno Capital Management LP | 28,434 | $1.23M | 0.00% | −2,520−8.1% | Reduced |
| Vanguard Fiduciary Trust Co | 29,562 | $1.28M | 0.00% | +29,562 | New |
| Bank of New York Mellon Corp | 29,575 | $1.28M | 0.00% | −5,032−14.5% | Reduced |
| Northern Trust Corp | 35,119 | $1.52M | 0.00% | +2,848+8.8% | Added |
| Goldman Sachs Group Inc | 35,806 | $1.55M | 0.00% | +9,065+33.9% | Added |
| Liberty Square Wealth Partners LLC | 36,243 | $1.57M | 0.44% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,238 | $1.61M | 0.00% | +9,656+35.0% | Added |
| Creative Planning | 41,101 | $1.78M | 0.00% | +64+0.2% | Added |
| Siena Capital Partners GP, LLC | 45,276 | $1.96M | 0.51% | +23,913+111.9% | Added |
| State Street Corp | 75,530 | $3.27M | 0.00% | +1,000+1.3% | Added |
| Fidelity D & D Bancorp Inc | 99,269 | $4.30M | 1.72% | +965+1.0% | Added |
| Geode Capital Management, LLC | 113,144 | $4.90M | 0.00% | −1,118−1.0% | Reduced |
| Vanguard Capital Management LLC | 194,703 | $8.43M | 0.00% | +194,703 | New |
| BlackRock, Inc. | 302,448 | $13.1M | 0.00% | +6,087+2.1% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,874−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |