undamentalytics Newsletter

Fifth District Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Fifth District 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, 11 institutions that filed 13F reports for both quarters added to or opened positions in Fifth District Bancorp, and 10 cut or closed them. Together they added a net 17K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 63K shares (+11.7%); index fund managers were net sellers of 4,964 shares (−1.4%). 6 opened a new position and 4 sold out entirely.

Bought, Q2 2026 11 institutions, 6 of them new holders Sold, Q2 2026 10 institutions, 4 of them sold out
Net change, all compared +17K shares (+1.3%)
Net change, active managers +63K shares (+11.7%), 2 bought, 2 sold

Buyers versus sellers

institutions compared, 28
Active managers and hedge funds 2 bought · 2 sold · +63K
Index fund managers 2 bought · 3 sold · −4,964
Other institutions 7 bought · 5 sold · −41K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Waverly Advisors, LLC +53K New position 53K $855,986
Daytona Street Capital LLC +50K New position 50K $868,750
Alliancebernstein L.P. Active manager +44K +14.2% 356K $5.3M
Citadel Advisors LLC Hedge fund +21K New position 21K $335,555
Dimensional Fund Advisors LP +10K New position 10K $169,312
Krilogy Financial LLC +10K New position 10K $162,300
Blackrock, Inc. Index funds +4,025 +14.4% 32K $518,954
UBS Group AG +465 New position 465 $7,547
Arcus Capital Partners, LLC +300 +0.8% 37K $597,329
Vanguard Fiduciary Trust Co Index funds +196 +0.7% 28K $453,515
Morgan Stanley +102 +0.2% 50K $813,155

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Raymond James Financial Inc −132K Sold out 0 —
Susquehanna International Group, LLP −17K Sold out 0 —
Kestra Private Wealth Services, LLC −10K Sold out 0 —
Vanguard Capital Management LLC Index funds −6,928 −3.0% 226K $3.7M
Creative Planning −5,000 −16.7% 25K $405,750
Renaissance Technologies LLC Hedge fund −1,356 −2.1% 63K $1M
Geode Capital Management, LLC Index funds −1,347 −2.7% 49K $792,552
Northern Trust Corp Index funds −910 −8.2% 10K $164,264
Acadian Asset Management LLC Active manager −756 −3.5% 21K $340,000
Royal Bank Of Canada −324 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Daytona Street Capital LLC 50K $868,750
Waverly Advisors, LLC 53K $855,986
Citadel Advisors LLCHedge fund 21K $335,555
Dimensional Fund Advisors LP 10K $169,312
Krilogy Financial LLC 10K $162,300
UBS Group AG 465 $7,547

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Raymond James Financial Inc 132K $2M
Susquehanna International Group, LLP 17K $258,416
Kestra Private Wealth Services, LLC 10K $152,050
Royal Bank Of Canada 324 $5,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
24
Ten largest holders
85.9%
of 13F-reported shares
Index fund managers
26.8%
of 13F-reported shares
Active managers and hedge funds
46.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 2 1 0 +63K +11.7%
Index fund managers 2 3 0 0 −4,964 −1.4%
Other institutions 7 5 5 4 −41K −10.8%

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.

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