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Sierra Ocean’s Fidelity D&D Bancorp FDBC Stock Holding History

Sierra Ocean’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
-22
Closed -$1.01K – 365
2025
Q2 		$1.01K Hold
22
– – ﹤0.01% 909
2025
Q1 		$915 Hold
22
– – ﹤0.01% 954
2024
Q4 		$1.07K Buy
+22
New +$1.15K ﹤0.01% 914

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 $71.6B AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sierra Ocean's FDBC Position: Q3 2025 in Review

Sierra Ocean sold out of Fidelity D&D Bancorp (FDBC) in Q3 2025, closing a stake of 22 shares — an estimated $1.01K sold.

Sierra Ocean first reported a position in FDBC in Q4 2024 and held it in 3 quarters. The position peaked at $1.07K in Q4 2024. 75 funds tracked by Wall St. Rank hold FDBC as of Q3 2025.

  • Sierra Ocean reported no remaining Fidelity D&D Bancorp position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 22 Fidelity D&D Bancorp shares in Q3 2025, an estimated $1.01K.
  • Sierra Ocean first reported a position in Fidelity D&D Bancorp in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Fidelity D&D Bancorp position peaked at $1.07K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.