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

CoreCap 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
Q1 		– Sell
-38
Closed -$1.85K – 3186
2024
Q4 		$1.85K Buy
+38
New +$1.99K ﹤0.01% 2248

Other funds holding FDBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $249M AUM 18.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CoreCap Advisors's FDBC Position: Q1 2025 in Review

CoreCap Advisors sold out of Fidelity D&D Bancorp (FDBC) in Q1 2025, closing a stake of 38 shares — an estimated $1.85K sold.

CoreCap Advisors first reported a position in FDBC in Q4 2024 and held it in 1 quarter. The position peaked at $1.85K in Q4 2024. 66 funds tracked by Wall St. Rank hold FDBC as of Q1 2025.

  • CoreCap Advisors reported no remaining Fidelity D&D Bancorp position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 38 Fidelity D&D Bancorp shares in Q1 2025, an estimated $1.85K.
  • CoreCap Advisors first reported a position in Fidelity D&D Bancorp in Q4 2024 and held it in 1 quarter.
  • CoreCap Advisors's Fidelity D&D Bancorp position peaked at $1.85K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.