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Advisory Services Network’s Fidus Investment FDUS Stock Holding History

Advisory Services Network’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 		– Sell
-2,000
Closed -$34.8K – 3010
2026
Q1 		$34.8K Buy
+2,000
New +$37.4K ﹤0.01% 2838
2025
Q4 		– Sell
-3,002
Closed -$60.8K – 2638
2025
Q3 		$60.8K Buy
+3,002
New +$63.3K ﹤0.01% 2342
2024
Q1 		– Sell
-659
Closed -$13K – 2190
2023
Q4 		$13K Buy
+659
New +$12.6K ﹤0.01% 2743
2023
Q2 		– Sell
-950
Closed -$18.1K – 2179
2023
Q1 		$18.1K Buy
950
+3
+0.3% +$60 ﹤0.01% 2606
2022
Q4 		$18K Buy
+947
New +$18K ﹤0.01% 2557
2022
Q2 		– Sell
-10,050
Closed -$203K – 1410
2022
Q1 		$203K Buy
10,050
+23
+0.2% +$430 0.01% 1330
2021
Q4 		$180K Buy
10,027
+20
+0.2% +$355 0.01% 1315
2021
Q3 		$175K Buy
10,007
+20
+0.2% +$348 0.01% 1291
2021
Q2 		$170K Buy
+9,987
New +$170K 0.01% 1345
2021
Q1 		– Sell
-10,249
Closed -$134K – 1845
2020
Q4 		$134K Sell
10,249
-280
-3% -$3.33K 0.01% 1206
2020
Q3 		$104K Sell
10,529
-1,135
-10% -$10.9K ﹤0.01% 1243
2020
Q2 		$106K Buy
11,664
+126
+1% +$1.09K 0.01% 995
2020
Q1 		$76K Buy
11,538
+36
+0.3% +$465 0.01% 1186
2019
Q4 		$171K Buy
+11,502
New +$173K 0.01% 944

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisory Services Network's FDUS Position: Q2 2026 in Review

Advisory Services Network sold out of Fidus Investment (FDUS) in Q2 2026, closing a stake of 2,000 shares — an estimated $34.8K sold.

Advisory Services Network first reported a position in FDUS in Q4 2019 and held it in 14 quarters. The position peaked at $203K in Q1 2022. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Advisory Services Network reported no remaining Fidus Investment position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 2,000 Fidus Investment shares in Q2 2026, an estimated $34.8K.
  • Advisory Services Network first reported a position in Fidus Investment in Q4 2019 and held it in 14 quarters.
  • Advisory Services Network's Fidus Investment position peaked at $203K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.