Ameriprise
FDUS icon

Ameriprise’s Fidus Investment FDUS Stock Holding History

Ameriprise’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 		$466K Sell
24,436
-41,388
-63% -$768K ﹤0.01% 3683
2026
Q1 		$1.15M Sell
65,824
-3,008
-4% -$56.2K ﹤0.01% 3232
2025
Q4 		$1.33M Sell
68,832
-3,230
-4% -$64.2K ﹤0.01% 3207
2025
Q3 		$1.46M Sell
72,062
-20,018
-22% -$422K ﹤0.01% 3170
2025
Q2 		$1.86M Sell
92,080
-14,251
-13% -$278K ﹤0.01% 2982
2025
Q1 		$2.14M Buy
106,331
+10,230
+11% +$224K ﹤0.01% 2861
2024
Q4 		$2.02M Buy
96,101
+7,721
+9% +$156K ﹤0.01% 2918
2024
Q3 		$1.73M Sell
88,380
-3,933
-4% -$77.3K ﹤0.01% 2985
2024
Q2 		$1.8M Sell
92,313
-4,638
-5% -$92.1K ﹤0.01% 2914
2024
Q1 		$1.91M Sell
96,951
-4,861
-5% -$95K ﹤0.01% 2900
2023
Q4 		$1.99M Buy
101,812
+75,024
+280% +$1.43M ﹤0.01% 2874
2023
Q3 		$514K Buy
26,788
+8,639
+48% +$170K ﹤0.01% 3408
2023
Q2 		$356K Buy
+18,149
New +$344K ﹤0.01% 3560
2014
Q4 		– Sell
-120
Closed -$2K – 3943
2014
Q3 		$2K Sell
120
-50
-29% -$922 ﹤0.01% 5400
2014
Q2 		$3K Buy
+170
New +$3.17K ﹤0.01% 5093
2013
Q4 		– Sell
-854
Closed -$17K – 5229
2013
Q3 		$17K Hold
854
– – ﹤0.01% 4529
2013
Q2 		$16K Buy
+854
New +$15.8K ﹤0.01% 4429

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

Ameriprise's FDUS Position: Q2 2026 in Review

Ameriprise reduced its Fidus Investment (FDUS) stake by 63% in Q2 2026, selling an estimated $768K and leaving 24,436 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #3683.

Ameriprise first reported a position in FDUS in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.14M in Q1 2025. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Ameriprise held 24,436 shares of Fidus Investment worth $466K as of Q2 2026.
  • Ameriprise sold 41,388 Fidus Investment shares in Q2 2026, an estimated $768K.
  • Fidus Investment made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3683 holding.
  • Ameriprise first reported a position in Fidus Investment in Q2 2013 and has held it in 17 quarters since.
  • Ameriprise's Fidus Investment position peaked at $2.14M in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.