Integrated Wealth Concepts’s Fidus Investment FDUS Stock Holding History

Integrated Wealth Concepts’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	$188K	Buy	+9,844	New	+$183K	﹤0.01%	2373

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

Integrated Wealth Concepts's FDUS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidus Investment (FDUS) in Q2 2026: 9,844 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #2373 among its holdings.

134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Integrated Wealth Concepts held 9,844 shares of Fidus Investment worth $188K as of Q2 2026.
Fidus Investment was a new Integrated Wealth Concepts position in Q2 2026.
Fidus Investment made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2373 holding.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.