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Accredited Investors’s Fidus Investment FDUS Stock Holding History

Accredited Investors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
20,024
+24
+0.1% +$446 0.02% 207
2026
Q1 		$348K Hold
20,000
– – 0.02% 196
2025
Q4 		$386K Hold
20,000
– – 0.02% 188
2025
Q3 		$405K Hold
20,000
– – 0.02% 166
2025
Q2 		$404K Buy
+20,000
New +$390K 0.02% 153

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accredited Investors's FDUS Position: Q2 2026 in Review

Accredited Investors increased its Fidus Investment (FDUS) stake by 0.12% in Q2 2026, buying an estimated $446 and bringing the position to 20,024 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #207.

Accredited Investors first reported a position in FDUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 42 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Accredited Investors held 20,024 shares of Fidus Investment worth $382K as of Q2 2026.
  • Accredited Investors bought 24 Fidus Investment shares in Q2 2026, an estimated $446.
  • Fidus Investment made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #207 holding.
  • Accredited Investors first reported a position in Fidus Investment in Q2 2025 and has held it in 5 quarters since.
  • Accredited Investors's Fidus Investment position peaked at $405K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.