First Affirmative Financial Network’s Fidus Investment FDUS Stock Holding History

First Affirmative Financial Network’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	$216K	Buy	+11,188	New	+$221K	0.05%	357

Other funds holding FDUS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

First Affirmative Financial Network's FDUS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Fidus Investment (FDUS) in Q3 2026: 11,188 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #357 among its holdings.

22 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

First Affirmative Financial Network held 11,188 shares of Fidus Investment worth $216K as of Q3 2026.
Fidus Investment was a new First Affirmative Financial Network position in Q3 2026.
Fidus Investment made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #357 holding.
22 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.