Burk Holdings’s Fidus Investment FDUS Stock Holding History

Burk Holdings’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	$46.8K	Hold	2,454	–	–	0.02%	154
2026 Q1	$42.7K	Buy	+2,454	New	+$45.8K	0.02%	156

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

Burk Holdings's FDUS Position: Q2 2026 in Review

Burk Holdings held its Fidus Investment (FDUS) position steady in Q2 2026 at 2,454 shares worth $46.8K. The position accounts for 0.02% of the portfolio, ranked #154.

Burk Holdings first reported a position in FDUS in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Burk Holdings held 2,454 shares of Fidus Investment worth $46.8K as of Q2 2026.
Burk Holdings left its Fidus Investment share count unchanged in Q2 2026.
Fidus Investment made up 0.02% of Burk Holdings's portfolio in Q2 2026, its #154 holding.
Burk Holdings first reported a position in Fidus Investment in Q1 2026 and has held it in 2 quarters since.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.