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Golden State Equity Partners’s Fidus Investment FDUS Stock Holding History

Golden State Equity Partners’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 		– Sell
-22,268
Closed -$388K – 818
2026
Q1 		$388K Buy
22,268
+311
+1% +$5.81K 0.03% 514
2025
Q4 		$424K Buy
21,957
+5,652
+35% +$112K 0.07% 318
2025
Q3 		$330K Buy
16,305
+565
+4% +$11.9K 0.06% 340
2025
Q2 		$318K Buy
+15,740
New +$307K 0.06% 330

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Golden State Equity Partners's FDUS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Fidus Investment (FDUS) in Q2 2026, closing a stake of 22,268 shares — an estimated $388K sold.

Golden State Equity Partners first reported a position in FDUS in Q2 2025 and held it in 4 quarters. The position peaked at $424K in Q4 2025. 59 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Fidus Investment position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 22,268 Fidus Investment shares in Q2 2026, an estimated $388K.
  • Golden State Equity Partners first reported a position in Fidus Investment in Q2 2025 and held it in 4 quarters.
  • Golden State Equity Partners's Fidus Investment position peaked at $424K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.