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Level Four Advisory Services’s Fidus Investment FDUS Stock Holding History

Level Four 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 		– Sell
-27,051
Closed -$522K – 882
2025
Q4 		$522K Sell
27,051
-3,943
-13% -$78.4K 0.02% 559
2025
Q3 		$628K Buy
30,994
+507
+2% +$10.7K 0.02% 504
2025
Q2 		$616K Sell
30,487
-4,954
-14% -$96.7K 0.02% 475
2025
Q1 		$723K Buy
35,441
+127
+0.4% +$2.79K 0.03% 424
2024
Q4 		$742K Sell
35,314
-1,344
-4% -$27.2K 0.03% 418
2024
Q3 		$715K Buy
36,658
+3,761
+11% +$74K 0.03% 428
2024
Q2 		$641K Buy
32,897
+4,605
+16% +$91.5K 0.03% 429
2024
Q1 		$557K Hold
28,292
– – 0.03% 442
2023
Q4 		$557K Sell
28,292
-131
-0.5% -$2.5K 0.03% 438
2023
Q3 		$546K Buy
28,423
+801
+3% +$15.8K 0.04% 420
2023
Q2 		$541K Sell
27,622
-240
-0.9% -$4.55K 0.03% 443
2023
Q1 		$531K Buy
27,862
+2,600
+10% +$51.9K 0.03% 410
2022
Q4 		$481K Buy
+25,262
New +$480K 0.04% 406

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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

Level Four Advisory Services's FDUS Position: Q1 2026 in Review

Level Four Advisory Services sold out of Fidus Investment (FDUS) in Q1 2026, closing a stake of 27,051 shares — an estimated $522K sold.

Level Four Advisory Services first reported a position in FDUS in Q4 2022 and held it in 13 quarters. The position peaked at $742K in Q4 2024. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Level Four Advisory Services reported no remaining Fidus Investment position as of Q1 2026 after selling out during the quarter.
  • Level Four Advisory Services sold 27,051 Fidus Investment shares in Q1 2026, an estimated $522K.
  • Level Four Advisory Services first reported a position in Fidus Investment in Q4 2022 and held it in 13 quarters.
  • Level Four Advisory Services's Fidus Investment position peaked at $742K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.