Jones Financial Companies’s Fidus Investment FDUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.5K Hold
770
– – ﹤0.01% 3650
2026
Q1
$13K Hold
770
– – ﹤0.01% 3471
2025
Q4
$14.9K Buy
+770
New +$15.3K ﹤0.01% 3058

Other funds holding FDUS

Jones Financial Companies's FDUS Position: Q2 2026 in Review

Jones Financial Companies held its Fidus Investment (FDUS) position steady in Q2 2026 at 770 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

Jones Financial Companies first reported a position in FDUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Jones Financial Companies held 770 shares of Fidus Investment worth $14.5K as of Q2 2026.
  • Jones Financial Companies left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3650 holding.
  • Jones Financial Companies first reported a position in Fidus Investment in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Fidus Investment position peaked at $14.9K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.