13F-HR/A: Fidelity D & D Bancorp Inc. Discloses Q4 2024 Holdings, Adds New Positions

Fidelity D & D Bancorp Inc. filed its 13F holdings report for the quarter ended December 31, 2024, revealing a total portfolio value of $150.2 million and the addition of new holdings.

Summary

• Fidelity D & D Bancorp Inc. has filed its Form 13F for the quarter ended December 31, 2024.
• The total value of their reported holdings is $150,241,134.
• The filing includes 173 entries in the Form 13F Information Table.
• The report is an amendment, adding new holdings entries.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The filing provides a detailed overview of Fidelity D & D Bancorp Inc.'s investment positions.
• The inclusion of new holdings suggests active portfolio management.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies. This filing allows investors and the public to understand Fidelity D & D Bancorp Inc.'s investment choices and portfolio composition.

Comparison to Industry Standards

• The portfolio allocation can be compared to other regional bank holding companies such as NBT Bancorp Inc. and LINKBANCORP INC.
• The ETF holdings can be compared to similar investment strategies from firms like Vanguard and BlackRock.

Key Dates