EGA
FDUS icon

Eagle Global Advisors’s Fidus Investment FDUS Stock Holding History

Eagle Global Advisors’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 		$389K Sell
20,415
-1,840
-8% -$34.2K 0.01% 223
2026
Q1 		$388K Hold
22,255
– – 0.01% 223
2025
Q4 		$430K Sell
22,255
-70
-0.3% -$1.39K 0.02% 223
2025
Q3 		$452K Hold
22,325
– – 0.02% 213
2025
Q2 		$451K Buy
22,325
+8,015
+56% +$156K 0.02% 204
2025
Q1 		$292K Buy
14,310
+3,800
+36% +$83.3K 0.01% 236
2024
Q4 		$221K Hold
10,510
– – 0.01% 245
2024
Q3 		$206K Buy
+10,510
New +$207K 0.01% 232
2023
Q3 		– Sell
-19,830
Closed -$389K – 227
2023
Q2 		$389K Hold
19,830
– – 0.03% 179
2023
Q1 		$378K Hold
19,830
– – 0.03% 177
2022
Q4 		$377K Sell
19,830
-250
-1% -$4.75K 0.03% 177
2022
Q3 		$345K Sell
20,080
-8,570
-30% -$162K 0.03% 178
2022
Q2 		$500K Sell
28,650
-2,620
-8% -$50.6K 0.04% 158
2022
Q1 		$631K Hold
31,270
– – 0.04% 159
2021
Q4 		$562K Buy
31,270
+16,030
+105% +$284K 0.04% 169
2021
Q3 		$266K Sell
15,240
-32,750
-68% -$570K 0.02% 209
2021
Q2 		$816K Sell
47,990
-11,060
-19% -$188K 0.05% 157
2021
Q1 		$918K Buy
59,050
+5,320
+10% +$75.9K 0.07% 146
2020
Q4 		$704K Buy
53,730
+13,800
+35% +$164K 0.06% 147
2020
Q3 		$393K Hold
39,930
– – 0.04% 155
2020
Q2 		$362K Buy
39,930
+4,000
+11% +$34.7K 0.03% 155
2020
Q1 		$238K Buy
35,930
+12,950
+56% +$167K 0.02% 168
2019
Q4 		$341K Hold
22,980
– – 0.02% 182
2019
Q3 		$341K Hold
22,980
– – 0.01% 177
2019
Q2 		$367K Hold
22,980
– – 0.01% 187
2019
Q1 		$352K Buy
+22,980
New +$330K 0.01% 180
2018
Q4 		– Sell
-14,900
Closed -$218K – 227
2018
Q3 		$218K Buy
14,900
+640
+4% +$9.42K 0.01% 218
2018
Q2 		$203K Hold
14,260
– – 0.01% 232
2018
Q1 		$184K Buy
+14,260
New +$198K 0.01% 235
2017
Q2 		– Sell
-12,729
Closed -$224K – 446
2017
Q1 		$224K Buy
+12,729
New +$211K 0.01% 335

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eagle Global Advisors's FDUS Position: Q2 2026 in Review

Eagle Global Advisors reduced its Fidus Investment (FDUS) stake by 8.3% in Q2 2026, selling an estimated $34.2K and leaving 20,415 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #223.

Eagle Global Advisors first reported a position in FDUS in Q1 2017 and has held it in 30 quarters since. The position peaked at $918K in Q1 2021. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Eagle Global Advisors held 20,415 shares of Fidus Investment worth $389K as of Q2 2026.
  • Eagle Global Advisors sold 1,840 Fidus Investment shares in Q2 2026, an estimated $34.2K.
  • Fidus Investment made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #223 holding.
  • Eagle Global Advisors first reported a position in Fidus Investment in Q1 2017 and has held it in 30 quarters since.
  • Eagle Global Advisors's Fidus Investment position peaked at $918K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.