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Equibles

Creative Planning

Position in FDBC — Fidelity D & D Bancorp Inc

CIK 1540235 OVERLAND PARK, KS
Back to FDBC Full portfolio

Position in FDBC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,121,023
+$342,172 QoQ
Shares Held
41,249
+0.4% QoQ
Ownership
0.710%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 88 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FDBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. FDBC ranks #96 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in FDBC

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,121,023 41,249
2026-03-31 $1,778,851 41,101
2025-12-31 $1,786,340 41,037
2025-09-30 $1,794,093 40,933
2025-06-30 $1,876,708 40,798
2025-03-31 $1,697,896 40,805
2024-12-31 $1,990,747 40,794
2024-09-30 $2,012,775 40,794
2024-06-30 $1,786,864 40,796
2024-03-31 $1,975,750 40,796
2023-12-31 $2,367,391 40,796
2023-09-30 $1,839,608 40,520