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
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

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return