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Sunbelt Securities’s Fidelity D&D Bancorp FDBC Stock Holding History

Sunbelt Securities’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 		$43 Hold
1
– – ﹤0.01% 2794
2025
Q4 		$44 Hold
1
– – ﹤0.01% 2656
2025
Q3 		$44 Buy
+1
New +$44 ﹤0.01% 2606

Other funds holding FDBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Sunbelt Securities's FDBC Position: Q1 2026 in Review

Sunbelt Securities held its Fidelity D&D Bancorp (FDBC) position steady in Q1 2026 at 1 share worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Sunbelt Securities first reported a position in FDBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $44 in Q4 2025. 87 funds tracked by Wall St. Rank hold FDBC as of Q1 2026.

  • Sunbelt Securities held 1 share of Fidelity D&D Bancorp worth $43 as of Q1 2026.
  • Sunbelt Securities left its Fidelity D&D Bancorp share count unchanged in Q1 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2794 holding.
  • Sunbelt Securities first reported a position in Fidelity D&D Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Fidelity D&D Bancorp position peaked at $44 in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.