Riggs Asset Management’s Fidelity D&D Bancorp FDBC Stock Holding History

Riggs Asset Management’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	-28	Closed	-$1.29K	–	371
2025 Q2	$1.29K	Hold	28	–	–	﹤0.01%	725
2025 Q1	$1.17K	Hold	28	–	–	﹤0.01%	464
2024 Q4	$1.35K	Buy	+28	New	+$1.47K	﹤0.01%	415
2020 Q1	–	Sell	-412	Closed	-$26K	–	263
2019 Q4	$26K	Sell	412 -482	-54%	-$31.3K	0.01%	163
2019 Q3	$55K	Hold	894	–	–	0.03%	115
2019 Q2	$60K	Buy	+894	New	+$54K	0.03%	110

Other funds holding FDBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riggs Asset Management's FDBC Position: Q3 2025 in Review

Riggs Asset Management sold out of Fidelity D&D Bancorp (FDBC) in Q3 2025, closing a stake of 28 shares — an estimated $1.29K sold.

Riggs Asset Management first reported a position in FDBC in Q2 2019 and held it in 6 quarters. The position peaked at $60K in Q2 2019. 75 funds tracked by Wall St. Rank hold FDBC as of Q3 2025.

Riggs Asset Management reported no remaining Fidelity D&D Bancorp position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 28 Fidelity D&D Bancorp shares in Q3 2025, an estimated $1.29K.
Riggs Asset Management first reported a position in Fidelity D&D Bancorp in Q2 2019 and held it in 6 quarters.
Riggs Asset Management's Fidelity D&D Bancorp position peaked at $60K in Q2 2019.
75 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.