Jim Simons
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Jim Simons’s Fidelity D&D Bancorp FDBC Stock Holding History

Jim Simons’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 		$489K Sell
11,291
-100
-0.9% -$4.44K ﹤0.01% 2606
2025
Q4 		$496K Buy
11,391
+200
+2% +$8.87K ﹤0.01% 2581
2025
Q3 		$491K Buy
11,191
+400
+4% +$17.6K ﹤0.01% 2804
2025
Q2 		$496K Buy
10,791
+400
+4% +$16.4K ﹤0.01% 2835
2025
Q1 		$432K Buy
10,391
+91
+0.9% +$4.02K ﹤0.01% 2801
2024
Q4 		$503K Buy
10,300
+300
+3% +$15.7K ﹤0.01% 2841
2024
Q3 		$493K Buy
10,000
+300
+3% +$14.8K ﹤0.01% 2796
2024
Q2 		$425K Buy
9,700
+900
+10% +$41.4K ﹤0.01% 2771
2024
Q1 		$426K Buy
8,800
+100
+1% +$4.92K ﹤0.01% 2924
2023
Q4 		$505K Hold
8,700
– – ﹤0.01% 2771
2023
Q3 		$395K Buy
8,700
+400
+5% +$18.9K ﹤0.01% 2821
2023
Q2 		$403K Buy
8,300
+600
+8% +$26.1K ﹤0.01% 2986
2023
Q1 		$352K Sell
7,700
-1,600
-17% -$76.3K ﹤0.01% 3053
2022
Q4 		$438K Sell
9,300
-1,490
-14% -$68.1K ﹤0.01% 3021
2022
Q3 		$435K Sell
10,790
-1,692
-14% -$68.4K ﹤0.01% 3011
2022
Q2 		$508K Buy
+12,482
New +$488K ﹤0.01% 3155

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $385M AUM 11.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $420M AUM 24.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's FDBC Position: Q1 2026 in Review

Jim Simons reduced its Fidelity D&D Bancorp (FDBC) stake by 0.88% in Q1 2026, selling an estimated $4.44K and leaving 11,291 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Jim Simons first reported a position in FDBC in Q2 2022 and has held it in 16 quarters since. The position peaked at $508K in Q2 2022. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Jim Simons held 11,291 shares of Fidelity D&D Bancorp worth $489K as of Q1 2026.
  • Jim Simons sold 100 Fidelity D&D Bancorp shares in Q1 2026, an estimated $4.44K.
  • Fidelity D&D Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2606 holding.
  • Jim Simons first reported a position in Fidelity D&D Bancorp in Q2 2022 and has held it in 16 quarters since.
  • Jim Simons's Fidelity D&D Bancorp position peaked at $508K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.