Creative Planning
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return