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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
Q2 		$1.03K Buy
+54
New +$1K ﹤0.01% 1801

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

JFS Wealth Advisors's FDUS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Fidus Investment (FDUS) in Q2 2026: 54 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #1801 among its holdings.

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

  • JFS Wealth Advisors held 54 shares of Fidus Investment worth $1.03K as of Q2 2026.
  • Fidus Investment was a new JFS Wealth Advisors position in Q2 2026.
  • Fidus Investment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1801 holding.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.