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Clearstead Advisors’s Fidelity D&D Bancorp FDBC Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-7
Closed -$307 – 2915
2025
Q3 		$307 Buy
7
+3
+75% +$132 ﹤0.01% 2801
2025
Q2 		$184 Buy
+4
New +$164 ﹤0.01% 2568

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Clearstead Advisors's FDBC Position: Q4 2025 in Review

Clearstead Advisors sold out of Fidelity D&D Bancorp (FDBC) in Q4 2025, closing a stake of 7 shares — an estimated $307 sold.

Clearstead Advisors first reported a position in FDBC in Q2 2025 and held it in 2 quarters. The position peaked at $307 in Q3 2025. 81 funds tracked by Wall St. Rank hold FDBC as of Q4 2025.

  • Clearstead Advisors reported no remaining Fidelity D&D Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 7 Fidelity D&D Bancorp shares in Q4 2025, an estimated $307.
  • Clearstead Advisors first reported a position in Fidelity D&D Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Fidelity D&D Bancorp position peaked at $307 in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.