Raymond James Financial
FDBC icon

Raymond James Financial’s Fidelity D&D Bancorp FDBC Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,211
Closed -$55.7K – 5561
2025
Q2 		$55.7K Buy
+1,211
New +$49.7K ﹤0.01% 5141

Other funds holding FDBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial's FDBC Position: Q3 2025 in Review

Raymond James Financial sold out of Fidelity D&D Bancorp (FDBC) in Q3 2025, closing a stake of 1,211 shares — an estimated $55.7K sold.

Raymond James Financial first reported a position in FDBC in Q2 2025 and held it in 1 quarter. The position peaked at $55.7K in Q2 2025. 75 funds tracked by Wall St. Rank hold FDBC as of Q3 2025.

  • Raymond James Financial reported no remaining Fidelity D&D Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,211 Fidelity D&D Bancorp shares in Q3 2025, an estimated $55.7K.
  • Raymond James Financial first reported a position in Fidelity D&D Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Fidelity D&D Bancorp position peaked at $55.7K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.