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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 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 $301M AUM 12.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.