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
Q2 		$288K Hold
15,116
– – ﹤0.01% 2764
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Janney Montgomery Scott's FDUS Position: Q2 2026 in Review

Janney Montgomery Scott held its Fidus Investment (FDUS) position steady in Q2 2026 at 15,116 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Janney Montgomery Scott first reported a position in FDUS in Q3 2020 and has held it in 24 quarters since. The position peaked at $821K in Q3 2023. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Janney Montgomery Scott held 15,116 shares of Fidus Investment worth $288K as of Q2 2026.
  • Janney Montgomery Scott left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2764 holding.
  • Janney Montgomery Scott first reported a position in Fidus Investment in Q3 2020 and has held it in 24 quarters since.
  • Janney Montgomery Scott's Fidus Investment position peaked at $821K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.