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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
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 $5.72T 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's FDBC Position: Q1 2026 in Review

Curi RMB Capital increased its Fidelity D&D Bancorp (FDBC) stake by 0.2% in Q1 2026, buying an estimated $622 and bringing the position to 6,911 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #726.

Curi RMB Capital first reported a position in FDBC in Q2 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Curi RMB Capital held 6,911 shares of Fidelity D&D Bancorp worth $299K as of Q1 2026.
  • Curi RMB Capital bought 14 Fidelity D&D Bancorp shares in Q1 2026, an estimated $622.
  • Fidelity D&D Bancorp made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #726 holding.
  • Curi RMB Capital first reported a position in Fidelity D&D Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Fidelity D&D Bancorp position peaked at $300K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.