BPA
FDUS icon

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
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

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Beacon Pointe Advisors's FDUS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Fidus Investment (FDUS) stake by 29% in Q1 2026, buying an estimated $166K and bringing the position to 39,003 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Beacon Pointe Advisors first reported a position in FDUS in Q2 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Beacon Pointe Advisors held 39,003 shares of Fidus Investment worth $679K as of Q1 2026.
  • Beacon Pointe Advisors bought 8,875 Fidus Investment shares in Q1 2026, an estimated $166K.
  • Fidus Investment made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1161 holding.
  • Beacon Pointe Advisors first reported a position in Fidus Investment in Q2 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.