Fidelity D & D Bancorp Ownership | Who Owns Fidelity D & D Bancorp?
Fidelity D & D Bancorp Ownership Summary
Fidelity D & D Bancorp is owned by 14.69% institutional investors, 17.94% insiders, and 67.38% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.22% of FDBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in Fidelity D & D Bancorp shares.
FDBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fidelity D & D Bancorp | 14.69% | 17.94% | 67.38% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 301.24K | 5.22% | $14.70M |
| Blackrock | 280.65K | 4.88% | $12.29M |
| Vanguard group | 256.72K | 4.45% | $12.53M |
| Geode capital management | 109.56K | 1.90% | $5.35M |
| Fidelity d & d bancorp | 99.08K | 1.72% | $4.34M |
| State street | 68.95K | 1.20% | $3.02M |
| Creative planning | 40.79K | 0.71% | $1.99M |
| Northern trust | 38.11K | 0.66% | $1.67M |
| Bank of new york mellon | 29.36K | 0.51% | $1.43M |
| Commonwealth equity services | 28.17K | 0.49% | $1.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fidelity d & d bancorp | 99.08K | 3.29% | $4.34M |
| Lewis asset management | 8.81K | 0.33% | $430.12K |
| Alliance wealth advisors | 4.46K | 0.12% | $217.73K |
| Zullo investment group | 5.94K | 0.12% | $290.02K |
| Northeast financial group | 4.81K | 0.09% | $234.73K |
| Jacobi capital management | 7.94K | 0.03% | $387.63K |
| Valley national advisers | 1.38K | 0.01% | $67.00K |
| Peoples financial services | 146.00 | 0.00% | $7.12K |
| Commonwealth equity services | 28.17K | 0.00% | $1.38M |
| Creative planning | 40.79K | 0.00% | $1.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 256.72K | 0.00% | 20.45K |
| Blackrock | 280.65K | 0.00% | 12.76K |
| Jpmorgan chase | 20.37K | 0.00% | 11.49K |
| Blackrock funding, inc. /de | 301.24K | 0.00% | 11.20K |
| Janney montgomery scott | 5.95K | 0.00% | 5.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobi capital management | 7.94K | 0.03% | -8.09K |
| Jane street group | - | - | -5.69K |
| Commonwealth equity services | 28.17K | 0.00% | -3.04K |
| Fidelity d & d bancorp | 99.08K | 3.29% | -2.88K |
| Invesco | 7.18K | 0.00% | -2.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Versant capital management | 79.00 | 0.00% | 79.00 | $3.85K |
| Corecap advisors | 38.00 | 0.00% | 38.00 | $1.85K |
| Riggs asset managment | 28.00 | 0.00% | 28.00 | $1.35K |
| Ifp advisors | 1.00 | - | 1.00 | $49.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -10.00 |
| Fortitude family office | -41.00 |
| Metropolitan life insurance co/ny | -260.00 |
| American group | -2.30K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 31 | -41.51% | 848,259 | -28.08% | 14 | 3.44% | 17 | -37.04% | 5 | -50.00% |
| Sep 30, 2024 | 52 | 6.12% | 1,083,068 | -4.54% | 18 | 4.87% | 27 | 22.73% | 9 | -40.00% |
| Jun 30, 2024 | 49 | - | 1,134,602 | 2.57% | 19 | 5.20% | 22 | 37.50% | 15 | -21.05% |
| Mar 31, 2024 | 49 | -5.77% | 1,106,137 | -1.37% | 19 | 5.00% | 16 | -44.83% | 19 | 90.00% |
| Dec 31, 2023 | 52 | 13.04% | 1,121,494 | 9.36% | 19 | 5.98% | 29 | 45.00% | 10 | -16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 139.00K | 2.41% | - |
| Vanguard US Total Market Shares ETF | 139.00K | 2.41% | - |
| iShares Russell 2000 ETF | 135.29K | 2.32% | -1.16K |
| Vanguard Institutional Extnd Mkt Idx Tr | 81.51K | 1.41% | - |
| Fidelity Small Cap Index | 47.45K | 0.81% | -889.00 |
| iShares Russell 2000 Value ETF | 44.77K | 0.77% | - |
| Fidelity Extended Market Index | 25.95K | 0.44% | -165.00 |
| Vanguard Russell 2000 ETF | 21.75K | 0.38% | 508.00 |
| State St Russell Sm Cap® Indx SL Cl I | 17.60K | 0.31% | - |
| NT R2000 Index Fund - NL | 11.63K | 0.20% | 709.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 27, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $12.31K |
| Mar 13, 2025 | Joyce William J. Sr. | - | Buy | $42.39K |
| Feb 20, 2025 | MCDONALD MICHAEL J | Vice Chairman | Buy | $45.00K |
| Feb 03, 2025 | Vilcek HelenBeth Garofalo | - | Buy | - |
| Feb 03, 2025 | CALI BRIAN J | Chairman of the Board | Buy | $38.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 6 | - |
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 2 | 4 |
| 2023 Q4 | 1 | 1 |
FDBC Ownership FAQ
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