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JT Stratford LLC’s Fidus Investment FDUS Stock Holding History

JT Stratford LLC’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 		$262K Hold
15,046
– – 0.03% 269
2025
Q4 		$290K Hold
15,046
– – 0.04% 266
2025
Q3 		$305K Buy
+15,046
New +$317K 0.04% 256

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JT Stratford LLC's FDUS Position: Q1 2026 in Review

JT Stratford LLC held its Fidus Investment (FDUS) position steady in Q1 2026 at 15,046 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #269.

JT Stratford LLC first reported a position in FDUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • JT Stratford LLC held 15,046 shares of Fidus Investment worth $262K as of Q1 2026.
  • JT Stratford LLC left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up 0.03% of JT Stratford LLC's portfolio in Q1 2026, its #269 holding.
  • JT Stratford LLC first reported a position in Fidus Investment in Q3 2025 and has held it in 3 quarters since.
  • JT Stratford LLC's Fidus Investment position peaked at $305K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.