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 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Farther Finance Advisors's FDUS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidus Investment (FDUS) stake by 3% in Q2 2026, selling an estimated $4.83K and leaving 8,321 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Farther Finance Advisors first reported a position in FDUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $159K in Q4 2024. 14 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Farther Finance Advisors held 8,321 shares of Fidus Investment worth $159K as of Q2 2026.
Farther Finance Advisors sold 260 Fidus Investment shares in Q2 2026, an estimated $4.83K.
Fidus Investment made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2411 holding.
Farther Finance Advisors first reported a position in Fidus Investment in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Fidus Investment position peaked at $159K in Q4 2024.
14 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.