Mackenzie Financial
FDUS icon

Mackenzie Financial’s Fidus Investment FDUS Stock Holding History

Mackenzie 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 		$252K Buy
+13,240
New +$246K ﹤0.01% 1446
2025
Q2 		– Sell
-19,710
Closed -$402K – 1744
2025
Q1 		$402K Buy
+19,710
New +$432K ﹤0.01% 1267
2023
Q3 		– Sell
-32,573
Closed -$641K – 1510
2023
Q2 		$641K Sell
32,573
-9,828
-23% -$186K ﹤0.01% 950
2023
Q1 		$809K Buy
42,401
+12,197
+40% +$243K ﹤0.01% 903
2022
Q4 		$575K Sell
30,204
-572
-2% -$10.9K ﹤0.01% 889
2022
Q3 		$529K Sell
30,776
-10,662
-26% -$202K ﹤0.01% 920
2022
Q2 		$723K Sell
41,438
-24,979
-38% -$483K ﹤0.01% 884
2022
Q1 		$1.34M Sell
66,417
-14,649
-18% -$274K ﹤0.01% 827
2021
Q4 		$1.46M Buy
81,066
+171
+0.2% +$3.03K ﹤0.01% 827
2021
Q3 		$1.41M Buy
80,895
+11,014
+16% +$192K ﹤0.01% 827
2021
Q2 		$1.19M Buy
69,881
+37,489
+116% +$638K ﹤0.01% 826
2021
Q1 		$504K Buy
+32,392
New +$462K ﹤0.01% 913
2020
Q2 		– Sell
-38,711
Closed -$256K – 1050
2020
Q1 		$256K Sell
38,711
-103,486
-73% -$1.34M ﹤0.01% 939
2019
Q4 		$2.11M Buy
142,197
+66,057
+87% +$994K 0.01% 605
2019
Q3 		$1.13M Buy
76,140
+28,544
+60% +$439K ﹤0.01% 703
2019
Q2 		$759K Hold
47,596
– – ﹤0.01% 794
2019
Q1 		$730K Sell
47,596
-6,731
-12% -$96.8K ﹤0.01% 971
2018
Q4 		$635K Hold
54,327
– – ﹤0.01% 892
2018
Q3 		$794K Buy
54,327
+22,946
+73% +$338K ﹤0.01% 802
2018
Q2 		$446K Hold
31,381
– – ﹤0.01% 810
2018
Q1 		$404K Hold
31,381
– – ﹤0.01% 769
2017
Q4 		$476K Hold
31,381
– – ﹤0.01% 694
2017
Q3 		$505K Hold
31,381
– – ﹤0.01% 518
2017
Q2 		$528K Hold
31,381
– – ﹤0.01% 513
2017
Q1 		$551K Buy
31,381
+13,465
+75% +$224K ﹤0.01% 518
2016
Q4 		$282K Buy
+17,916
New +$285K ﹤0.01% 565

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

Mackenzie Financial's FDUS Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Fidus Investment (FDUS) in Q2 2026: 13,240 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in FDUS as recently as Q1 2025.

Mackenzie Financial first reported a position in FDUS in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.11M in Q4 2019. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Mackenzie Financial held 13,240 shares of Fidus Investment worth $252K as of Q2 2026.
  • Fidus Investment was a new Mackenzie Financial position in Q2 2026.
  • Fidus Investment made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1446 holding.
  • Mackenzie Financial first reported a position in Fidus Investment in Q4 2016 and has held it in 26 quarters since.
  • Mackenzie Financial's Fidus Investment position peaked at $2.11M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

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