Carson Wealth (CWM LLC)
FDBC icon

Carson Wealth (CWM LLC)’s Fidelity D&D Bancorp FDBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
2,458
+204
+9% +$9.06K ﹤0.01% 3212
2025
Q4 		$98K Buy
2,254
+200
+10% +$8.87K ﹤0.01% 3079
2025
Q3 		$90K Buy
2,054
+627
+44% +$27.5K ﹤0.01% 3063
2025
Q2 		$66K Buy
1,427
+125
+10% +$5.13K ﹤0.01% 3057
2025
Q1 		$54K Buy
1,302
+62
+5% +$2.74K ﹤0.01% 2916
2024
Q4 		$61K Buy
1,240
+16
+1% +$839 ﹤0.01% 2641
2024
Q3 		$60K Buy
1,224
+1,214
+12,140% +$60K ﹤0.01% 2560
2024
Q2 		$0 Buy
10
+9
+900% +$414 ﹤0.01% 4687
2024
Q1 		$0 Buy
+1
New +$49 ﹤0.01% 4448

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity D&D Bancorp (FDBC) stake by 9.1% in Q1 2026, buying an estimated $9.06K and bringing the position to 2,458 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Carson Wealth (CWM LLC) first reported a position in FDBC in Q1 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,458 shares of Fidelity D&D Bancorp worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 204 Fidelity D&D Bancorp shares in Q1 2026, an estimated $9.06K.
  • Fidelity D&D Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3212 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity D&D Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.