Capital Advisors Ltd’s Fidus Investment FDUS Stock Holding History

Capital Advisors Ltd’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	$43K	Hold	2,250	–	–	﹤0.01%	532
2026 Q1	$39K	Hold	2,250	–	–	﹤0.01%	548
2025 Q4	$43K	Hold	2,250	–	–	﹤0.01%	509
2025 Q3	$46K	Hold	2,250	–	–	0.01%	487
2025 Q2	$45K	Hold	2,250	–	–	0.01%	487
2025 Q1	$46K	Hold	2,250	–	–	0.01%	471
2024 Q4	$47K	Hold	2,250	–	–	0.01%	463
2024 Q3	$44K	Hold	2,250	–	–	0.01%	475
2024 Q2	$44K	Hold	2,250	–	–	0.01%	466
2024 Q1	$44K	Hold	2,250	–	–	0.01%	458
2023 Q4	$44K	Hold	2,250	–	–	0.01%	443
2023 Q3	$43K	Hold	2,250	–	–	0.01%	439
2023 Q2	$44K	Hold	2,250	–	–	0.01%	444
2023 Q1	$43K	Hold	2,250	–	–	0.01%	387
2022 Q4	$43K	Buy	+2,250	New	+$42.8K	0.01%	387

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

Capital Advisors Ltd's FDUS Position: Q2 2026 in Review

Capital Advisors Ltd held its Fidus Investment (FDUS) position steady in Q2 2026 at 2,250 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Capital Advisors Ltd first reported a position in FDUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $47K in Q4 2024. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Capital Advisors Ltd held 2,250 shares of Fidus Investment worth $43K as of Q2 2026.
Capital Advisors Ltd left its Fidus Investment share count unchanged in Q2 2026.
Fidus Investment made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #532 holding.
Capital Advisors Ltd first reported a position in Fidus Investment in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Fidus Investment position peaked at $47K in Q4 2024.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.