Baird Financial Group
FDUS icon

Baird Financial Group’s Fidus Investment FDUS Stock Holding History

Baird Financial Group’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
Q1 		$7.08M Buy
406,426
+20,828
+5% +$389K 0.01% 639
2025
Q4 		$7.44M Buy
385,598
+29,298
+8% +$583K 0.01% 626
2025
Q3 		$7.22M Buy
356,300
+43,298
+14% +$913K 0.01% 630
2025
Q2 		$6.32M Buy
313,002
+29,909
+11% +$584K 0.01% 647
2025
Q1 		$5.77M Buy
283,093
+89,386
+46% +$1.96M 0.01% 640
2024
Q4 		$4.07M Buy
+193,707
New +$3.93M 0.01% 738
2017
Q3 		– Sell
-11,103
Closed -$187K – 1236
2017
Q2 		$187K Sell
11,103
-6,368
-36% -$110K ﹤0.01% 1178
2017
Q1 		$307K Buy
17,471
+3,701
+27% +$61.4K ﹤0.01% 1071
2016
Q4 		$217K Sell
13,770
-6,200
-31% -$98.5K ﹤0.01% 1123
2016
Q3 		$315K Hold
19,970
– – ﹤0.01% 1040
2016
Q2 		$308K Buy
19,970
+1,200
+6% +$18.4K ﹤0.01% 1040
2016
Q1 		$291K Sell
18,770
-17,740
-49% -$245K ﹤0.01% 1061
2015
Q4 		$500K Sell
36,510
-1,145
-3% -$16K 0.01% 905
2015
Q3 		$519K Buy
37,655
+6,542
+21% +$95.8K 0.01% 890
2015
Q2 		$464K Buy
+31,113
New +$505K ﹤0.01% 982

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Baird Financial Group's FDUS Position: Q1 2026 in Review

Baird Financial Group increased its Fidus Investment (FDUS) stake by 5.4% in Q1 2026, buying an estimated $389K and bringing the position to 406,426 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #639.

Baird Financial Group first reported a position in FDUS in Q2 2015 and has held it in 15 quarters since. The position peaked at $7.44M in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Baird Financial Group held 406,426 shares of Fidus Investment worth $7.08M as of Q1 2026.
  • Baird Financial Group bought 20,828 Fidus Investment shares in Q1 2026, an estimated $389K.
  • Fidus Investment made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #639 holding.
  • Baird Financial Group first reported a position in Fidus Investment in Q2 2015 and has held it in 15 quarters since.
  • Baird Financial Group's Fidus Investment position peaked at $7.44M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.