Bragg Financial Advisors’s Fidus Investment FDUS Stock Holding History

Bragg Financial 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	$248K	Hold	13,011	–	–	0.01%	351
2026 Q1	$227K	Hold	13,011	–	–	0.01%	351
2025 Q4	$251K	Hold	13,011	–	–	0.01%	331
2025 Q3	$264K	Hold	13,011	–	–	0.01%	319
2025 Q2	$263K	Hold	13,011	–	–	0.01%	317
2025 Q1	$265K	Hold	13,011	–	–	0.01%	304
2024 Q4	$273K	Hold	13,011	–	–	0.01%	303
2024 Q3	$255K	Hold	13,011	–	–	0.01%	304
2024 Q2	$253K	Hold	13,011	–	–	0.01%	294
2024 Q1	$257K	Sell	13,011 -1,000	-7%	-$19.5K	0.01%	300
2023 Q4	$276K	Sell	14,011 -6,000	-30%	-$114K	0.01%	287
2023 Q3	$384K	Hold	20,011	–	–	0.02%	254
2023 Q2	$392K	Buy	20,011 +2,000	+11%	+$37.9K	0.02%	260
2023 Q1	$343K	Hold	18,011	–	–	0.02%	265
2022 Q4	$343K	Hold	18,011	–	–	0.02%	258
2022 Q3	$309K	Hold	18,011	–	–	0.02%	257
2022 Q2	$314K	Hold	18,011	–	–	0.02%	267
2022 Q1	$363K	Hold	18,011	–	–	0.02%	270
2021 Q4	$314K	Hold	18,011	–	–	0.02%	268
2021 Q3	$314K	Hold	18,011	–	–	0.02%	268
2021 Q2	$306K	Hold	18,011	–	–	0.02%	271
2021 Q1	$280K	Hold	18,011	–	–	0.02%	269
2020 Q4	$236K	Hold	18,011	–	–	0.02%	264
2020 Q3	$177K	Hold	18,011	–	–	0.02%	268
2020 Q2	$163K	Buy	18,011 +5,000	+38%	+$43.4K	0.02%	270
2020 Q1	$86K	Hold	13,011	–	–	0.01%	254
2019 Q4	$193K	Hold	13,011	–	–	0.02%	265
2019 Q3	$193K	Hold	13,011	–	–	0.02%	265
2019 Q2	$208K	Hold	13,011	–	–	0.03%	262
2019 Q1	$199K	Buy	+13,011	New	+$187K	0.03%	258
2018 Q4	–	Sell	-13,011	Closed	-$190K	–	252
2018 Q3	$190K	Hold	13,011	–	–	0.03%	252
2018 Q2	$185K	Hold	13,011	–	–	0.03%	253
2018 Q1	$168K	Hold	13,011	–	–	0.02%	252
2017 Q4	$198K	Hold	13,011	–	–	0.03%	258
2017 Q3	$209K	Hold	13,011	–	–	0.03%	244
2017 Q2	$219K	Hold	13,011	–	–	0.03%	252
2017 Q1	$229K	Hold	13,011	–	–	0.04%	244
2016 Q4	$205K	Hold	13,011	–	–	0.03%	248
2016 Q3	$205K	Hold	13,011	–	–	0.04%	247
2016 Q2	$199K	Hold	13,011	–	–	0.04%	246
2016 Q1	$202K	Hold	13,011	–	–	0.04%	243
2015 Q4	$178K	Hold	13,011	–	–	0.04%	231
2015 Q3	$179K	Hold	13,011	–	–	0.04%	219
2015 Q2	$194K	Hold	13,011	–	–	0.04%	230
2015 Q1	$200K	Hold	13,011	–	–	0.05%	227
2014 Q4	$193K	Hold	13,011	–	–	0.05%	225
2014 Q3	$215K	Hold	13,011	–	–	0.05%	216
2014 Q2	$267K	Hold	13,011	–	–	0.06%	210
2014 Q1	$251K	Hold	13,011	–	–	0.06%	212
2013 Q4	$283K	Hold	13,011	–	–	0.07%	211
2013 Q3	$252K	Hold	13,011	–	–	0.07%	214
2013 Q2	$243K	Buy	+13,011	New	+$241K	0.07%	209

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bragg Financial Advisors's FDUS Position: Q2 2026 in Review

Bragg Financial Advisors held its Fidus Investment (FDUS) position steady in Q2 2026 at 13,011 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #351.

Bragg Financial Advisors first reported a position in FDUS in Q2 2013 and has held it in 52 quarters since. The position peaked at $392K in Q2 2023. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Bragg Financial Advisors held 13,011 shares of Fidus Investment worth $248K as of Q2 2026.
Bragg Financial Advisors left its Fidus Investment share count unchanged in Q2 2026.
Fidus Investment made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #351 holding.
Bragg Financial Advisors first reported a position in Fidus Investment in Q2 2013 and has held it in 52 quarters since.
Bragg Financial Advisors's Fidus Investment position peaked at $392K in Q2 2023.
133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.