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Kestra Advisory Services’s Fidus Investment FDUS Stock Holding History

Kestra Advisory Services’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 		$178K Sell
10,218
-1,358
-12% -$25.4K ﹤0.01% 2965
2025
Q4 		$223K Hold
11,576
– – ﹤0.01% 2793
2025
Q3 		$235K Buy
+11,576
New +$244K ﹤0.01% 2631

Other funds holding FDUS

Raymond James Financial
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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

Kestra Advisory Services's FDUS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Fidus Investment (FDUS) stake by 12% in Q1 2026, selling an estimated $25.4K and leaving 10,218 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Kestra Advisory Services first reported a position in FDUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Kestra Advisory Services held 10,218 shares of Fidus Investment worth $178K as of Q1 2026.
  • Kestra Advisory Services sold 1,358 Fidus Investment shares in Q1 2026, an estimated $25.4K.
  • Fidus Investment made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2965 holding.
  • Kestra Advisory Services first reported a position in Fidus Investment in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Fidus Investment position peaked at $235K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.