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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
Q1 		$42.7K Buy
+2,454
New +$45.8K 0.02% 156

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

Burk Holdings's FDUS Position: Q1 2026 in Review

Burk Holdings opened a new position in Fidus Investment (FDUS) in Q1 2026: 2,454 shares worth $42.7K. The stake represents 0.02% of the portfolio and ranks #156 among its holdings.

142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Burk Holdings held 2,454 shares of Fidus Investment worth $42.7K as of Q1 2026.
  • Fidus Investment was a new Burk Holdings position in Q1 2026.
  • Fidus Investment made up 0.02% of Burk Holdings's portfolio in Q1 2026, its #156 holding.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.