Allworth Financial’s Fidus Investment FDUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14K Buy
803
+3
+0.4% +$56 ﹤0.01% 3252
2025
Q4
$15.4K Buy
+800
New +$15.9K ﹤0.01% 2974

Other funds holding FDUS

Allworth Financial's FDUS Position: Q1 2026 in Review

Allworth Financial increased its Fidus Investment (FDUS) stake by 0.38% in Q1 2026, buying an estimated $56 and bringing the position to 803 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

Allworth Financial first reported a position in FDUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Allworth Financial held 803 shares of Fidus Investment worth $14K as of Q1 2026.
  • Allworth Financial bought 3 Fidus Investment shares in Q1 2026, an estimated $56.
  • Fidus Investment made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3252 holding.
  • Allworth Financial first reported a position in Fidus Investment in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Fidus Investment position peaked at $15.4K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.