Janney Montgomery Scott
FDUS icon

Janney Montgomery Scott’s Fidus Investment FDUS Stock Holding History

Janney Montgomery Scott’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 		$263K Buy
15,116
+3,211
+27% +$60K ﹤0.01% 2478
2025
Q4 		$230K Buy
11,905
+1,447
+14% +$28.8K ﹤0.01% 2729
2025
Q3 		$212K Sell
10,458
-5
-0% -$105 ﹤0.01% 2704
2025
Q2 		$211K Hold
10,463
– – ﹤0.01% 2539
2025
Q1 		$213K Buy
10,463
+334
+3% +$7.32K ﹤0.01% 2497
2024
Q4 		$213K Sell
10,129
-600
-6% -$12.2K ﹤0.01% 2522
2024
Q3 		$210K Sell
10,729
-2,400
-18% -$47.2K ﹤0.01% 2491
2024
Q2 		$256K Sell
13,129
-26,300
-67% -$522K ﹤0.01% 2304
2024
Q1 		$778K Buy
39,429
+500
+1% +$9.77K ﹤0.01% 1673
2023
Q4 		$767K Sell
38,929
-3,825
-9% -$73K ﹤0.01% 1609
2023
Q3 		$821K Buy
42,754
+4,072
+11% +$80.2K ﹤0.01% 1444
2023
Q2 		$758K Buy
38,682
+26,171
+209% +$496K ﹤0.01% 1585
2023
Q1 		$239K Sell
12,511
-1,056
-8% -$21.1K ﹤0.01% 2188
2022
Q4 		$258K Buy
13,567
+242
+2% +$4.6K ﹤0.01% 2224
2022
Q3 		$229K Sell
13,325
-335
-2% -$6.35K ﹤0.01% 2194
2022
Q2 		$244K Buy
13,660
+12
+0.1% +$232 ﹤0.01% 2032
2022
Q1 		$275K Buy
13,648
+28
+0.2% +$523 ﹤0.01% 1934
2021
Q4 		$245K Buy
13,620
+1,388
+11% +$24.6K ﹤0.01% 2122
2021
Q3 		$213K Buy
12,232
+1,955
+19% +$34K ﹤0.01% 2134
2021
Q2 		$175K Buy
10,277
+102
+1% +$1.74K ﹤0.01% 2155
2021
Q1 		$158K Sell
10,175
-1,439
-12% -$20.5K ﹤0.01% 2087
2020
Q4 		$152K Buy
11,614
+500
+4% +$5.95K ﹤0.01% 2138
2020
Q3 		$109K Buy
+11,114
New +$107K ﹤0.01% 1992

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

Janney Montgomery Scott's FDUS Position: Q1 2026 in Review

Janney Montgomery Scott increased its Fidus Investment (FDUS) stake by 27% in Q1 2026, buying an estimated $60K and bringing the position to 15,116 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Janney Montgomery Scott first reported a position in FDUS in Q3 2020 and has held it in 23 quarters since. The position peaked at $821K in Q3 2023. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Janney Montgomery Scott held 15,116 shares of Fidus Investment worth $263K as of Q1 2026.
  • Janney Montgomery Scott bought 3,211 Fidus Investment shares in Q1 2026, an estimated $60K.
  • Fidus Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2478 holding.
  • Janney Montgomery Scott first reported a position in Fidus Investment in Q3 2020 and has held it in 23 quarters since.
  • Janney Montgomery Scott's Fidus Investment position peaked at $821K in Q3 2023.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.