HFS
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Hantz Financial Services’s Fidus Investment FDUS Stock Holding History

Hantz Financial Services’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 		$2K Hold
100
– – ﹤0.01% 2315
2026
Q1 		$2K Buy
+100
New +$1.87K ﹤0.01% 2281

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hantz Financial Services's FDUS Position: Q2 2026 in Review

Hantz Financial Services held its Fidus Investment (FDUS) position steady in Q2 2026 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Hantz Financial Services first reported a position in FDUS in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Hantz Financial Services held 100 shares of Fidus Investment worth $2K as of Q2 2026.
  • Hantz Financial Services left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2315 holding.
  • Hantz Financial Services first reported a position in Fidus Investment in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.