FFA
FDUS icon

Farther Finance Advisors’s Fidus Investment FDUS Stock Holding History

Farther Finance 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
Q3 		$163K Buy
8,471
+150
+2% +$2.96K ﹤0.01% 2461
2026
Q2 		$159K Sell
8,321
-260
-3% -$4.83K ﹤0.01% 2411
2026
Q1 		$148K Buy
8,581
+1,235
+17% +$23.1K ﹤0.01% 2237
2025
Q4 		$142K Hold
7,346
– – ﹤0.01% 2125
2025
Q3 		$149K Hold
7,346
– – ﹤0.01% 1791
2025
Q2 		$148K Sell
7,346
-221
-3% -$4.32K ﹤0.01% 1550
2025
Q1 		$156K Hold
7,567
– – ﹤0.01% 1327
2024
Q4 		$159K Buy
7,567
+100
+1% +$2.03K 0.01% 1095
2024
Q3 		$146K Buy
7,467
+1,426
+24% +$28K 0.01% 1134
2024
Q2 		$118K Buy
+6,041
New +$120K 0.01% 1063

Other funds holding FDUS

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Farther Finance Advisors's FDUS Position: Q3 2026 in Review

Farther Finance Advisors increased its Fidus Investment (FDUS) stake by 1.8% in Q3 2026, buying an estimated $2.96K and bringing the position to 8,471 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Farther Finance Advisors first reported a position in FDUS in Q2 2024 and has held it in 10 quarters since. 5 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Farther Finance Advisors held 8,471 shares of Fidus Investment worth $163K as of Q3 2026.
  • Farther Finance Advisors bought 150 Fidus Investment shares in Q3 2026, an estimated $2.96K.
  • Fidus Investment made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2461 holding.
  • Farther Finance Advisors first reported a position in Fidus Investment in Q2 2024 and has held it in 10 quarters since.
  • 5 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.