JFS Wealth Advisors
FDUS icon

JFS Wealth Advisors’s Fidus Investment FDUS Stock Holding History

JFS Wealth Advisors’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
Q3 		$1.04K Hold
54
– – ﹤0.01% 1779
2026
Q2 		$1.03K Buy
+54
New +$1K ﹤0.01% 1801

Other funds holding FDUS

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Novare Capital Management
Novare Capital Management Charlotte, North Carolina $1.42B AUM 19.58% 1-Year Est. Return

JFS Wealth Advisors's FDUS Position: Q3 2026 in Review

JFS Wealth Advisors held its Fidus Investment (FDUS) position steady in Q3 2026 at 54 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

JFS Wealth Advisors first reported a position in FDUS in Q2 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • JFS Wealth Advisors held 54 shares of Fidus Investment worth $1.04K as of Q3 2026.
  • JFS Wealth Advisors left its Fidus Investment share count unchanged in Q3 2026.
  • Fidus Investment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1779 holding.
  • JFS Wealth Advisors first reported a position in Fidus Investment in Q2 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.