Jones Financial Companies
FDUS icon

Jones Financial Companies’s Fidus Investment FDUS Stock Holding History

Jones Financial Companies’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 		$13K Hold
770
– – ﹤0.01% 3471
2025
Q4 		$14.9K Buy
+770
New +$15.3K ﹤0.01% 3058

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CM
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Legal & General Group
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Jones Financial Companies's FDUS Position: Q1 2026 in Review

Jones Financial Companies held its Fidus Investment (FDUS) position steady in Q1 2026 at 770 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Jones Financial Companies first reported a position in FDUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.9K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Jones Financial Companies held 770 shares of Fidus Investment worth $13K as of Q1 2026.
  • Jones Financial Companies left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3471 holding.
  • Jones Financial Companies first reported a position in Fidus Investment in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Fidus Investment position peaked at $14.9K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.