Mercer Global Advisors
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Mercer Global Advisors’s Fidus Investment FDUS Stock Holding History

Mercer Global Advisors’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 		$489K Buy
28,098
+1,132
+4% +$21.1K ﹤0.01% 2002
2025
Q4 		$520K Sell
26,966
-3,123
-10% -$62.1K ﹤0.01% 1830
2025
Q3 		$610K Buy
30,089
+306
+1% +$6.45K ﹤0.01% 1639
2025
Q2 		$602K Buy
+29,783
New +$582K ﹤0.01% 1462

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

Mercer Global Advisors's FDUS Position: Q1 2026 in Review

Mercer Global Advisors increased its Fidus Investment (FDUS) stake by 4.2% in Q1 2026, buying an estimated $21.1K and bringing the position to 28,098 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Mercer Global Advisors first reported a position in FDUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $610K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Mercer Global Advisors held 28,098 shares of Fidus Investment worth $489K as of Q1 2026.
  • Mercer Global Advisors bought 1,132 Fidus Investment shares in Q1 2026, an estimated $21.1K.
  • Fidus Investment made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2002 holding.
  • Mercer Global Advisors first reported a position in Fidus Investment in Q2 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Fidus Investment position peaked at $610K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.