Creative Planning

Position in FDBC — Fidelity D & D Bancorp Inc

CIK 1540235 OVERLAND PARK, KS

Position in FDBC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,778,851

-$7,489 QoQ

Shares Held

41,101

+0.2% QoQ

Ownership

0.708%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $681,350,507 across 194 Banks - Regional names. FDBC ranks #89 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,778,851	41,101	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,786,340	41,037	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$1,794,093	40,933	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$1,876,708	40,798	-0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,697,896	40,805	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,990,747	40,794	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,012,775	40,794	-0.0%	Shares	Sole	2024-10-11
2024-06-30	$1,786,864	40,796	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,975,750	40,796	0.0%	Shares	Sole	2024-05-13
2023-12-31	$2,367,391	40,796	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$1,839,608	40,520	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.