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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

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 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. 14 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.
  • 14 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.