Fidelity D & D Bancorp Inc: which funds bought and sold

Institutions that bought and sold Fidelity D & D Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 47 institutions that filed 13F reports for both quarters added to or opened positions in Fidelity D & D Bancorp, and 27 cut or closed them. Together they added a net 87K shares, +6.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 20K shares (+29.0%); index fund managers were net buyers of 60K shares (+7.5%). 8 opened a new position and 5 sold out entirely.

Bought, Q2 2026 47 institutions, 8 of them new holders Sold, Q2 2026 27 institutions, 5 of them sold out

Net change, all compared +87K shares (+6.1%)

Net change, active managers +20K shares (+29.0%), 6 bought, 4 sold

Buyers versus sellers

institutions compared, 93

47 bought 19 27 sold

Active managers and hedge funds 6 bought · 4 sold · +20K

Index fund managers 8 bought · 1 sold · +60K

Other institutions 33 bought · 22 sold · +6,562

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+43K +14.1%	345K	$17.7M
Geode Capital Management, LLC Index funds	+8,495 +7.5%	122K	$6.3M
AQR Capital Management LLC Hedge fund	+7,937 +48.4%	24K	$1.3M
HSBC Holdings PLC	+7,824 +67.6%	19K	$998,969
LSV Asset Management Active manager	+7,777 +1374.0%	8,343	$429,000
Quantinno Capital Management LP	+6,714 +23.6%	35K	$1.8M
Squarepoint Ops LLC Hedge fund	+6,070 New position	6,070	$312,119
Alliance Wealth Advisors, LLC	+5,448 +55.2%	15K	$787,644
Vanguard Portfolio Management LLC Index funds	+4,440 +16.1%	32K	$1.6M
BNP Paribas Financial Markets	+3,180 +281.9%	4,308	$221,517
Northern Trust Corp Index funds	+2,867 +8.2%	38K	$2M
Goldman Sachs Group Inc	+2,682 +7.5%	38K	$2M
Dimensional Fund Advisors LP	+2,412 +12.5%	22K	$1.1M
Wells Fargo & Company	+2,220 +123.5%	4,017	$206,554
Russell Investments Group, Ltd.	+2,215 +562.2%	2,609	$134,154
Citigroup Inc	+1,972 +804.9%	2,217	$113,998
Acadian Asset Management LLC Active manager	+1,603 +19.0%	10K	$511,000
Mercer Global Advisors Inc	+1,590 +16.3%	11K	$582,949
Charles Schwab Investment Management Inc Index funds	+1,269 +10.5%	13K	$685,891
Royal Bank Of Canada	+951 +319.1%	1,249	$64,000

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+7,937 +48.4%	24K	$1.3M
LSV Asset Management Active manager	+7,777 +1374.0%	8,343	$429,000
Squarepoint Ops LLC Hedge fund	+6,070 New position	6,070	$312,119
Acadian Asset Management LLC Active manager	+1,603 +19.0%	10K	$511,000
Martingale Asset Management L P Active manager	+207 +1.9%	11K	$556,931
FMR LLC Active manager	+20 +1.2%	1,620	$83,300

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Stifel Financial Corp	−18K −77.1%	5,453	$280,393
Commonwealth Equity Services, LLC	−5,050 −13.6%	32K	$1.7M
Fidelity D & D Bancorp Inc	−4,311 −4.3%	95K	$4.9M
Jacobi Capital Management LLC	−1,834 −16.6%	9,223	$474,272
Los Angeles Capital Management LLC Active manager	−1,550 −67.7%	740	$38,051
Bank Of America Corp	−1,066 −11.1%	8,530	$438,613
Renaissance Technologies LLC Hedge fund	−800 −7.1%	10K	$539,447
Tower Research Capital LLC (TRC)	−784 −55.7%	624	$32,086
Deutsche Bank Ag\	−738 −13.7%	4,633	$238,229
Millennium Management LLC Hedge fund	−569 −8.8%	5,928	$304,818
State Street Corp Index funds	−370 −0.5%	75K	$3.9M
UBS Group AG	−326 −30.7%	735	$37,794
Citadel Advisors LLC Hedge fund	−296 −4.2%	6,774	$348,319
Eversource Wealth Advisors, LLC	−217 −82.5%	46	$2,365
Morgan Stanley	−206 −2.5%	7,915	$407,012
California State Teachers Retirement System	−192 −74.7%	65	$3,342
Signaturefd, LLC	−148 Sold out	0	—
Mirae Asset Global Etfs Holdings Ltd.	−118 −5.1%	2,190	$112,610
Sterling Capital Management LLC	−62 −39.2%	96	$4,936
Optiver Holding B.V.	−56 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Los Angeles Capital Management LLC Active manager	−1,550 −67.7%	740	$38,051
Renaissance Technologies LLC Hedge fund	−800 −7.1%	10K	$539,447
Millennium Management LLC Hedge fund	−569 −8.8%	5,928	$304,818
Citadel Advisors LLC Hedge fund	−296 −4.2%	6,774	$348,319

New positions

largest by value

Institution	Shares	Value June 30, 2026
Squarepoint Ops LLCHedge fund	6,070	$312,119
Integrated Wealth Concepts LLC	126	$6,480
Stone House Investment Management, LLC	60	$3,085
Quarry LP	24	$1,234
Larson Financial Group LLC	14	$720
Bare Financial Services, Inc	11	$566
Fortitude Family Office, LLC	2	$103
Wealth Enhancement Trust Services, Inc.	1	$51

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Signaturefd, LLC	148	$6,405
Optiver Holding B.V.	56	$2,424
Mai Capital Management	12	$520
Root Financial Partners, LLC	5	$216
Wealth Preservation Advisors, LLC	1	$43

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 89
Ten largest holders: 68.5%
Index fund managers: 56.9%
Active managers and hedge funds: 6.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	6	4	1	0	+20K	+29.0%
Index fund managers	8	1	0	0	+60K	+7.5%
Other institutions	33	22	7	5	+6,562	+1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Fidelity D & D Bancorp.

Only managers that filed a holdings report for both quarters are compared (93 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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