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

Capital Investment 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 		$1.83M Buy
105,120
+4,940
+5% +$92.3K 0.13% 163
2025
Q4 		$1.93M Buy
100,180
+8,098
+9% +$161K 0.14% 157
2025
Q3 		$1.87M Buy
92,082
+7,558
+9% +$159K 0.15% 157
2025
Q2 		$1.71M Buy
84,524
+10,361
+14% +$202K 0.14% 158
2025
Q1 		$1.51M Buy
74,163
+8,532
+13% +$187K 0.14% 165
2024
Q4 		$1.38M Buy
65,631
+7,156
+12% +$145K 0.13% 156
2024
Q3 		$1.15M Buy
58,475
+8,090
+16% +$159K 0.11% 181
2024
Q2 		$981K Buy
50,385
+7,101
+16% +$141K 0.1% 198
2024
Q1 		$854K Buy
43,284
+3,184
+8% +$62.2K 0.09% 213
2023
Q4 		$790K Buy
40,100
+4,143
+12% +$79.1K 0.07% 219
2023
Q3 		$690K Buy
35,957
+1,641
+5% +$32.3K 0.07% 223
2023
Q2 		$673K Buy
34,316
+1,014
+3% +$19.2K 0.07% 230
2023
Q1 		$635K Buy
33,302
+2,723
+9% +$54.3K 0.08% 224
2022
Q4 		$582K Buy
+30,579
New +$581K 0.07% 240
2019
Q4 		– Sell
-1,000
Closed -$15K – 789
2019
Q3 		$15K Hold
1,000
– – ﹤0.01% 885
2019
Q2 		$16K Hold
1,000
– – ﹤0.01% 834
2019
Q1 		$15K Hold
1,000
– – 0.01% 755
2018
Q4 		$12K Buy
+1,000
New +$13.6K 0.01% 761

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

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

Capital Investment Advisory Services increased its Fidus Investment (FDUS) stake by 4.9% in Q1 2026, buying an estimated $92.3K and bringing the position to 105,120 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #163.

Capital Investment Advisory Services first reported a position in FDUS in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Capital Investment Advisory Services held 105,120 shares of Fidus Investment worth $1.83M as of Q1 2026.
  • Capital Investment Advisory Services bought 4,940 Fidus Investment shares in Q1 2026, an estimated $92.3K.
  • Fidus Investment made up 0.13% of Capital Investment Advisory Services's portfolio in Q1 2026, its #163 holding.
  • Capital Investment Advisory Services first reported a position in Fidus Investment in Q4 2018 and has held it in 18 quarters since.
  • Capital Investment Advisory Services's Fidus Investment position peaked at $1.93M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.