Filing Research | FDBC - FIDELITY D & D BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Alliance Wealth Advisors, LLC	Shares	15.3KSH	$787.6K
2	Lewis Asset Management, LLC	Shares	7.8KSH	$402.0K
3	Farther Finance Advisors, LLC	Shares	3.9KSH	$201.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	1.4KSH	$74.1K
5	Versant Capital Management, Inc	Shares	1.4KSH	$71.8K
6	GAMMA Investing LLC	Shares	614SH	$31.6K
7	Triumph Capital Management	Shares	400SH	$20.6K
8	PEOPLES FINANCIAL SERVICES CORP.	Shares	146SH	$7.5K
9	EverSource Wealth Advisors, LLC	Shares	46SH	$2.4K
10	IFP Advisors, Inc	Shares	34SH	$1.7K
11	True Wealth Design, LLC	Shares	10SH	$515
12	Fortitude Family Office, LLC	Shares	2SH	$103
13	SJS Investment Consulting Inc.	Shares	2SH	$103
14	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$51

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Alliance Wealth Advisors, LLC added	Shares	+5.4K	+$360.5K	$787.6K
2	Lewis Asset Management, LLC added	Shares	+3	+$63.8K	$402.0K
3	Farther Finance Advisors, LLC added	Shares	+4	+$31.7K	$201.3K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$11.7K	$74.1K
5	Versant Capital Management, Inc unchanged	Shares	0	+$11.4K	$71.8K
6	Triumph Capital Management added	Shares	+175	+$10.8K	$20.6K
7	GAMMA Investing LLC trimmed	Shares	-20	+$4.1K	$31.6K
8	IFP Advisors, Inc added	Shares	+22	+$1.2K	$1.7K
9	PEOPLES FINANCIAL SERVICES CORP. unchanged	Shares	0	+$1.2K	$7.5K
10	True Wealth Design, LLC added	Shares	+1	+$125	$515
11	Fortitude Family Office, LLC new	Shares	+2	+$103	$103
12	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$51	$51
13	SJS Investment Consulting Inc. unchanged	Shares	0	+$16	$103
14	SIGNATUREFD, LLC exited	Shares	-148	-$6.4K	$0
15	EverSource Wealth Advisors, LLC trimmed	Shares	-217	-$9.0K	$2.4K

Filing Research | FDBC - FIDELITY D & D BANCORP INC Institutional Holdings