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Curi RMB Capital’s Fidelity D&D Bancorp FDBC Stock Holding History

Curi RMB Capital’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 		$356K Buy
6,928
+17
+0.2% +$794 0.01% 708
2026
Q1 		$299K Buy
6,911
+14
+0.2% +$622 0.01% 726
2025
Q4 		$300K Buy
+6,897
New +$306K 0.01% 749
2025
Q3 		– Sell
-4,361
Closed -$201K – 715
2025
Q2 		$201K Buy
+4,361
New +$179K ﹤0.01% 652

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

Curi RMB Capital's FDBC Position: Q2 2026 in Review

Curi RMB Capital increased its Fidelity D&D Bancorp (FDBC) stake by 0.25% in Q2 2026, buying an estimated $794 and bringing the position to 6,928 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #708.

Curi RMB Capital first reported a position in FDBC in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • Curi RMB Capital held 6,928 shares of Fidelity D&D Bancorp worth $356K as of Q2 2026.
  • Curi RMB Capital bought 17 Fidelity D&D Bancorp shares in Q2 2026, an estimated $794.
  • Fidelity D&D Bancorp made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #708 holding.
  • Curi RMB Capital first reported a position in Fidelity D&D Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.