CAGAS
FDUS icon

Capital Advisory Group Advisory Services’s Fidus Investment FDUS Stock Holding History

Capital Advisory Group Advisory Services’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 		– Sell
-70,546
Closed -$1.36M – 56
2025
Q4 		$1.36M Sell
70,546
-14,486
-17% -$288K 0.4% 64
2025
Q3 		$1.72M Buy
85,032
+7,414
+10% +$156K 0.54% 58
2025
Q2 		$1.57M Buy
77,618
+1,509
+2% +$29.5K 0.56% 53
2025
Q1 		$1.55M Sell
76,109
-1,068
-1% -$23.4K 0.59% 55
2024
Q4 		$1.62M Buy
77,177
+14,362
+23% +$291K 0.58% 52
2024
Q3 		$1.23M Buy
62,815
+8,688
+16% +$171K 0.49% 56
2024
Q2 		$1.05M Buy
54,127
+9,279
+21% +$184K 0.45% 60
2024
Q1 		$885K Sell
44,848
-628
-1% -$12.3K 0.42% 60
2023
Q4 		$895K Sell
45,476
-231
-0.5% -$4.41K 0.48% 58
2023
Q3 		$878K Sell
45,707
-4,165
-8% -$82K 0.5% 57
2023
Q2 		$977K Buy
49,872
+145
+0.3% +$2.75K 0.7% 42
2023
Q1 		$948K Buy
49,727
+859
+2% +$17.1K 0.57% 45
2022
Q4 		$930K Sell
48,868
-3,453
-7% -$65.6K 0.63% 45
2022
Q3 		$899K Sell
52,321
-2,784
-5% -$52.8K 0.62% 48
2022
Q2 		$1.07M Sell
55,105
-1,790
-3% -$34.6K 0.64% 45
2022
Q1 		$1.15M Buy
56,895
+2,675
+5% +$50K 0.53% 54
2021
Q4 		$975K Buy
54,220
+3,575
+7% +$63.4K 0.42% 69
2021
Q3 		$883K Buy
50,645
+43,580
+617% +$759K 0.32% 74
2021
Q2 		$120K Buy
+7,065
New +$120K 0.04% 221

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Capital Advisory Group Advisory Services's FDUS Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 70,546 shares — an estimated $1.36M sold.

Capital Advisory Group Advisory Services first reported a position in FDUS in Q2 2021 and held it in 19 quarters. The position peaked at $1.72M in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 70,546 Fidus Investment shares in Q1 2026, an estimated $1.36M.
  • Capital Advisory Group Advisory Services first reported a position in Fidus Investment in Q2 2021 and held it in 19 quarters.
  • Capital Advisory Group Advisory Services's Fidus Investment position peaked at $1.72M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.