IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity D&D Bancorp Inc (FDBC)

CUSIP: 31609R100 | NYSE | Financial Services · Banks - Regional | Micro Cap | 159 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DMcdonald Michael J348,6356.0%New 5%+ stakeJan 8, 2026No 13F filer matched
13DMcdonald Michael J348,635
6.0% of class · Jan 8, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC116,927
0.0% of portfolio›$6.4M
Fidelity D & D Bancorp Inc94,958
1.7% of portfolio›$5.2M
Creative Planning41,351
0.0% of portfolio›$2.2M
Commonwealth Equity Services, LLC32,210
0.0% of portfolio›$1.7M
Bank of New York Mellon Corp30,630
0.0% of portfolio›$1.7M
Dimensional Fund Advisors LP22,614
0.0% of portfolio›$1.2M
Alliance Wealth Advisors, LLC15,063
0.3% of portfolio›$818.1K
LSV Asset Management12,552
0.0% of portfolio›$682.0K
Barclays PLC9,977
0.0% of portfolio›$541.9K
Truist Financial Corp8,259
0.0% of portfolio›$448.5K
Jacobi Capital Management LLC8,231
0.0% of portfolio›$447.0K
PNC Financial Services Group, Inc.7,728
0.0% of portfolio›$419.7K
Lewis Asset Management, LLC7,646
0.1% of portfolio›$415.3K
Zullo Investment Group, Inc.5,943
0.1% of portfolio›$322.8K
Deutsche Bank Ag\4,086
0.0% of portfolio›$221.9K
Farther Finance Advisors, LLC3,930
0.0% of portfolio›$213.4K
Russell Investments Group, Ltd.2,603
0.0% of portfolio›$141.4K
Versant Capital Management, Inc1,388
0.0% of portfolio›$75.4K
Citigroup Inc1,333
0.0% of portfolio›$72.4K
Gamma Investing LLC614
0.0% of portfolio›$33.3K
Rossby Financial, LCC500
0.0% of portfolio›$27.2K
Triumph Capital Management400
0.0% of portfolio›$21.7K
Peoples Financial Services Corp.146
0.0% of portfolio›$7.9K
Sterling Capital Management LLC90
0.0% of portfolio›$4.9K
Allworth Financial LP70
0.0% of portfolio›$3.6K
Pension & Wealth Management Advisors, Inc.65
0.0% of portfolio›$3.5K
EverSource Wealth Advisors, LLC44
0.0% of portfolio›$2.4K
Essential Partners LLC40
0.0% of portfolio›$2.2K
IFP Advisors, Inc36
0.0% of portfolio›$2.0K
Larson Financial Group LLC25
0.0% of portfolio›$1.4K
Covestor Ltd23
0.0% of portfolio›$1
SJS Investment Consulting Inc.13
0.0% of portfolio›$707
True Wealth Design, LLC12
0.0% of portfolio›$652
Bare Financial Services, Inc11
0.0% of portfolio›$597
Root Financial Partners, LLC7
0.0% of portfolio›$380
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$109
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$109
Fortitude Family Office, LLC2
0.0% of portfolio›$109
StyleTurnoverLocationFiled
Geode Capital Management, LLC
116,927$6.4M0.0%IndexVery LowBoston, MA2026-11-06
Fidelity D & D Bancorp Inc
94,958$5.2M1.7%ETFVery LowScranton, PA2026-11-05
Creative Planning
41,351$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
32,210$1.7M0.0%ETFLowWaltham, MA2026-11-02
Bank of New York Mellon Corp
30,630$1.7M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
22,614$1.2M0.0%IndexLowAustin, TX2026-11-04
Alliance Wealth Advisors, LLC
15,063$818.1K0.3%CoreVery LowScranton, PA2026-10-14
LSV Asset Management
12,552$682.0K0.0%Deep ValueMediumChicago, IL2026-11-06
Barclays PLC
9,977$541.9K0.0%CoreMediumLondon, United Kingdom2026-11-06
Truist Financial Corp
8,259$448.5K0.0%CoreLowCharlotte, NC2026-10-30
Jacobi Capital Management LLC
8,231$447.0K0.0%CoreLowPittston, PA2026-11-05
PNC Financial Services Group, Inc.
7,728$419.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Lewis Asset Management, LLC
7,646$415.3K0.1%GrowthLowLafayette, CA2026-10-14
Zullo Investment Group, Inc.
5,943$322.8K0.1%GrowthVery LowScranton, PA2026-10-20
Deutsche Bank Ag\
4,086$221.9K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Farther Finance Advisors, LLC
3,930$213.4K0.0%IndexLowSan Francisco, CA2026-10-08
Russell Investments Group, Ltd.
2,603$141.4K0.0%CoreLowSeattle, WA2026-11-06
Versant Capital Management, Inc
1,388$75.4K0.0%GARPLowPhoenix, AZ2026-10-02
Citigroup Inc
1,333$72.4K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
614$33.3K0.0%IndexVery LowFoster City, CA2026-10-08
Rossby Financial, LCC
500$27.2K0.0%ETFMediumMelbourne, FL2026-11-05
Triumph Capital Management
400$21.7K0.0%ETFMediumDenver, CO2026-10-14
Peoples Financial Services Corp.
146$7.9K0.0%CoreVery LowMoosic, PA2026-10-20
Sterling Capital Management LLC
90$4.9K0.0%GARPMediumCharlotte, NC2026-10-22
Allworth Financial LP
70$3.6K0.0%IndexLowFolsom, CA2026-11-06
Pension & Wealth Management Advisors, Inc.
65$3.5K0.0%ETFLowWaltham, MA2026-10-16
EverSource Wealth Advisors, LLC
44$2.4K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
40$2.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
36$2.0K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
25$1.4K0.0%GrowthLowSt Louis, MO2026-11-05
Covestor Ltd
23$10.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
13$7070.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
12$6520.0%ETFMediumAkron, OH2026-10-13
Bare Financial Services, Inc
11$5970.0%ETFVery LowGap, PA2026-11-04
Root Financial Partners, LLC
7$3800.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
2$1090.0%ETFLowFort Lauderdale, FL2026-10-30
Caitong International Asset Management Co., Ltd
2$1090.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
2$1090.0%ETFMediumScottsdale, AZ2026-10-14