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Flagship Harbor Advisors’s Fidus Investment FDUS Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-1,583
Closed -$30.6K – 1198
2025
Q4 		$30.6K Buy
+1,583
New +$31.5K ﹤0.01% 1202

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

Flagship Harbor Advisors's FDUS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 1,583 shares — an estimated $30.6K sold.

Flagship Harbor Advisors first reported a position in FDUS in Q4 2025 and held it in 1 quarter. The position peaked at $30.6K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,583 Fidus Investment shares in Q1 2026, an estimated $30.6K.
  • Flagship Harbor Advisors first reported a position in Fidus Investment in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Fidus Investment position peaked at $30.6K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.