Institutional filer · SEC 13F · Q4 2024
FIDELITY D & D BANCORP INC
The reported 13F portfolio of FIDELITY D & D BANCORP INC (CIK 1098151) - top holdings, how concentrated the book is, and what changed last quarter.
- $145.0M
- Reported book
- 110
- Positions
- #260
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, FIDELITY D & D BANCORP INC ranks #260 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $145.0M across 110 positions, a moderately concentrated portfolio.
- $145.0M
- reported 13F value
- 110
- disclosed positions
- 8.2%
- in SPDR PORTFOLIO DEVELOP
- #260
- of 360 filers
Top-5 share 30.2% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, FIDELITY D & D BANCORP INC ranks #260 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where FIDELITY D & D BANCORP INC sits by disclosed position count
FIDELITY D & D BANCORP INC reports 110 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
FIDELITY D & D BANCORP INC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
110 173rd of 360 higher than 187 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
FIDELITY D & D BANCORP INC reports a book ($0.14B) spread across 110 disclosed positions -- more than the 69-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1098151 · Q4 2024 $145M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #260/360
- POS-FOCUS 110 names
- CONC-HEAVY 30% top-5
- LEAD-HEAVY 8.2% top
- PHOTO-FINISH CHARTIST /CA/
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: CHARTIST INC /CA/
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · FIDELITY D & D BANCORP INC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$145.0M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q4 2024
New positions (110)
Frequently Asked Questions
- How big is FIDELITY D & D BANCORP INC's 13F portfolio?
- FIDELITY D & D BANCORP INC reports $145.0M of long US-equity positions across 110 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does FIDELITY D & D BANCORP INC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, FIDELITY D & D BANCORP INC ranks #260 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is FIDELITY D & D BANCORP INC's largest position?
- FIDELITY D & D BANCORP INC's largest reported position is SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF at $11.9M, about 8.2% of its reported book as of Q4 2024.
- What did FIDELITY D & D BANCORP INC trade last quarter?
- In its Q4 2024 filing, FIDELITY D & D BANCORP INC opened 110 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for FIDELITY D & D BANCORP INC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($145.0M here).
Similar holding count
Nearest filers by number of disclosed positions (110 here).
Using this filing
- The rankings sort every tracked filer the same way FIDELITY D & D BANCORP INC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- CHARTIST INC /CA/ reported the nearest book value ($146.5M) this quarter, a useful scale comparison for FIDELITY D & D BANCORP INC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.