Independent Financial Group’s Fidus Investment FDUS Stock Holding History

Independent Financial Group’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	$986K	Buy	51,715 +20,754	+67%	+$385K	0.02%	692
2026 Q1	$539K	Buy	30,961 +19,911	+180%	+$372K	0.01%	901
2025 Q4	$213K	Hold	11,050	–	–	﹤0.01%	1316
2025 Q3	$224K	Hold	11,050	–	–	0.01%	1233
2025 Q2	$223K	Hold	11,050	–	–	0.01%	1176
2025 Q1	$225K	Buy	11,050 +450	+4%	+$9.87K	0.01%	1061
2024 Q4	$223K	Sell	10,600 -4,000	-27%	-$81.1K	0.01%	1047
2024 Q3	$286K	Buy	14,600 +900	+7%	+$17.7K	0.01%	899
2024 Q2	$267K	Buy	+13,700	New	+$272K	0.01%	886

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Independent Financial Group's FDUS Position: Q2 2026 in Review

Independent Financial Group increased its Fidus Investment (FDUS) stake by 67% in Q2 2026, buying an estimated $385K and bringing the position to 51,715 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #692.

Independent Financial Group first reported a position in FDUS in Q2 2024 and has held it in 9 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Independent Financial Group held 51,715 shares of Fidus Investment worth $986K as of Q2 2026.
Independent Financial Group bought 20,754 Fidus Investment shares in Q2 2026, an estimated $385K.
Fidus Investment made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #692 holding.
Independent Financial Group first reported a position in Fidus Investment in Q2 2024 and has held it in 9 quarters since.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.