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Beacon Pointe Advisors’s Fidus Investment FDUS Stock Holding History

Beacon Pointe Advisors’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 		$2.13M Buy
111,853
+72,850
+187% +$1.35M 0.01% 739
2026
Q1 		$679K Buy
39,003
+8,875
+29% +$166K ﹤0.01% 1161
2025
Q4 		$581K Buy
30,128
+7,500
+33% +$149K ﹤0.01% 1029
2025
Q3 		$458K Hold
22,628
– – ﹤0.01% 1034
2025
Q2 		$457K Buy
+22,628
New +$442K ﹤0.01% 910

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

Beacon Pointe Advisors's FDUS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Fidus Investment (FDUS) stake by 187% in Q2 2026, buying an estimated $1.35M and bringing the position to 111,853 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #739.

Beacon Pointe Advisors first reported a position in FDUS in Q2 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Beacon Pointe Advisors held 111,853 shares of Fidus Investment worth $2.13M as of Q2 2026.
  • Beacon Pointe Advisors bought 72,850 Fidus Investment shares in Q2 2026, an estimated $1.35M.
  • Fidus Investment made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #739 holding.
  • Beacon Pointe Advisors first reported a position in Fidus Investment in Q2 2025 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.