Bank of America
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Bank of America’s Fidus Investment FDUS Stock Holding History

Bank of America’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
2023
Q3 		– Sell
-320,000
Closed -$6.27M – 7820
2023
Q2 		$6.27M Buy
+320,000
New +$6.07M ﹤0.01% 3186

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 $424B AUM 22.94% 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 $1.03B AUM 17.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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

Bank of America's FDUS Position: Q1 2026 in Review

Bank of America increased its Fidus Investment (FDUS) stake by 0.71% in Q1 2026, buying an estimated $4.39K and bringing the position to 33,114 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #4819.

Bank of America first reported a position in FDUS in Q2 2013 and has held it in 51 quarters since. The position peaked at $635K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Bank of America held 33,114 shares of Fidus Investment worth $577K as of Q1 2026.
  • Bank of America bought 235 Fidus Investment shares in Q1 2026, an estimated $4.39K.
  • Fidus Investment made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4819 holding.
  • Bank of America first reported a position in Fidus Investment in Q2 2013 and has held it in 51 quarters since.
  • Bank of America's Fidus Investment position peaked at $635K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.