Creative Planning’s Fidelity D&D Bancorp FDBC Stock Holding History

Creative Planning’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 Q2	$2.12M	Buy	41,249 +148	+0.4%	+$6.91K	﹤0.01%	2040
2026 Q1	$1.78M	Buy	41,101 +64	+0.2%	+$2.84K	﹤0.01%	1992
2025 Q4	$1.79M	Buy	41,037 +104	+0.3%	+$4.61K	﹤0.01%	1814
2025 Q3	$1.79M	Buy	40,933 +135	+0.3%	+$5.93K	﹤0.01%	1633
2025 Q2	$1.88M	Sell	40,798 -7	-0%	-$287	﹤0.01%	1374
2025 Q1	$1.7M	Buy	40,805 +11	+0%	+$486	﹤0.01%	1300
2024 Q4	$1.99M	Hold	40,794	–	–	﹤0.01%	1138
2024 Q3	$2.01M	Sell	40,794 -2	-0%	-$99	﹤0.01%	1050
2024 Q2	$1.79M	Hold	40,796	–	–	﹤0.01%	1050
2024 Q1	$1.98M	Hold	40,796	–	–	﹤0.01%	958
2023 Q4	$2.37M	Buy	40,796 +276	+0.7%	+$14K	﹤0.01%	853
2023 Q3	$1.84M	Buy	+40,520	New	+$1.91M	﹤0.01%	883

Other funds holding FDBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSWP

Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Creative Planning's FDBC Position: Q2 2026 in Review

Creative Planning increased its Fidelity D&D Bancorp (FDBC) stake by 0.36% in Q2 2026, buying an estimated $6.91K and bringing the position to 41,249 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Creative Planning first reported a position in FDBC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2023. 88 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

Creative Planning held 41,249 shares of Fidelity D&D Bancorp worth $2.12M as of Q2 2026.
Creative Planning bought 148 Fidelity D&D Bancorp shares in Q2 2026, an estimated $6.91K.
Fidelity D&D Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2040 holding.
Creative Planning first reported a position in Fidelity D&D Bancorp in Q3 2023 and has held it in 12 quarters since.
Creative Planning's Fidelity D&D Bancorp position peaked at $2.37M in Q4 2023.
88 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.