LPL Financial
FDUS icon

LPL Financial’s Fidus Investment FDUS Stock Holding History

LPL Financial’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
Q2 		$1.53M Sell
80,352
-71,394
-47% -$1.33M ﹤0.01% 4031
2026
Q1 		$2.64M Buy
151,746
+55,951
+58% +$1.05M ﹤0.01% 3239
2025
Q4 		$1.85M Buy
95,795
+2,087
+2% +$41.5K ﹤0.01% 3492
2025
Q3 		$1.9M Buy
93,708
+10,715
+13% +$226K ﹤0.01% 3365
2025
Q2 		$1.68M Sell
82,993
-2,992
-3% -$58.4K ﹤0.01% 3294
2025
Q1 		$1.75M Buy
85,985
+6,470
+8% +$142K ﹤0.01% 3073
2024
Q4 		$1.67M Buy
79,515
+2,603
+3% +$52.8K ﹤0.01% 3032
2024
Q3 		$1.51M Buy
76,912
+891
+1% +$17.5K ﹤0.01% 3001
2024
Q2 		$1.48M Sell
76,021
-2,245
-3% -$44.6K ﹤0.01% 2885
2024
Q1 		$1.54M Buy
78,266
+5,867
+8% +$115K ﹤0.01% 2776
2023
Q4 		$1.43M Buy
72,399
+5,716
+9% +$109K ﹤0.01% 2722
2023
Q3 		$1.28M Buy
66,683
+2,715
+4% +$53.5K ﹤0.01% 2687
2023
Q2 		$1.25M Buy
63,968
+3,436
+6% +$65.2K ﹤0.01% 2658
2023
Q1 		$1.15M Buy
60,532
+10,292
+20% +$205K ﹤0.01% 2643
2022
Q4 		$956K Buy
50,240
+12,181
+32% +$232K ﹤0.01% 2685
2022
Q3 		$654K Buy
38,059
+3,941
+12% +$74.7K ﹤0.01% 2902
2022
Q2 		$595K Buy
34,118
+1,169
+4% +$22.6K ﹤0.01% 3064
2022
Q1 		$665K Buy
32,949
+7,220
+28% +$135K ﹤0.01% 2959
2021
Q4 		$463K Buy
25,729
+2,302
+10% +$40.8K ﹤0.01% 3342
2021
Q3 		$409K Buy
23,427
+12,300
+111% +$214K ﹤0.01% 3404
2021
Q2 		$189K Sell
11,127
-246
-2% -$4.18K ﹤0.01% 3918
2021
Q1 		$177K Buy
+11,373
New +$162K ﹤0.01% 3802

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial's FDUS Position: Q2 2026 in Review

LPL Financial reduced its Fidus Investment (FDUS) stake by 47% in Q2 2026, selling an estimated $1.33M and leaving 80,352 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

LPL Financial first reported a position in FDUS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.64M in Q1 2026. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • LPL Financial held 80,352 shares of Fidus Investment worth $1.53M as of Q2 2026.
  • LPL Financial sold 71,394 Fidus Investment shares in Q2 2026, an estimated $1.33M.
  • Fidus Investment made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4031 holding.
  • LPL Financial first reported a position in Fidus Investment in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's Fidus Investment position peaked at $2.64M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.