Jones Financial Companies
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Jones Financial Companies’s Fidelity D&D Bancorp FDBC Stock Holding History

Jones Financial Companies’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 		$770 Buy
+18
New +$800 ﹤0.01% 4413

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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 $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 $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's FDBC Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Fidelity D&D Bancorp (FDBC) in Q1 2026: 18 shares worth $770. The stake represents ﹤0.01% of the portfolio and ranks #4413 among its holdings.

87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Jones Financial Companies held 18 shares of Fidelity D&D Bancorp worth $770 as of Q1 2026.
  • Fidelity D&D Bancorp was a new Jones Financial Companies position in Q1 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4413 holding.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.