Mercer Global Advisors
FDUS icon

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
Q2 		$557K Buy
29,228
+1,130
+4% +$21K ﹤0.01% 2197
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

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

Mercer Global Advisors's FDUS Position: Q2 2026 in Review

Mercer Global Advisors increased its Fidus Investment (FDUS) stake by 4% in Q2 2026, buying an estimated $21K and bringing the position to 29,228 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Mercer Global Advisors first reported a position in FDUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $610K in Q3 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Mercer Global Advisors held 29,228 shares of Fidus Investment worth $557K as of Q2 2026.
  • Mercer Global Advisors bought 1,130 Fidus Investment shares in Q2 2026, an estimated $21K.
  • Fidus Investment made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2197 holding.
  • Mercer Global Advisors first reported a position in Fidus Investment in Q2 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Fidus Investment position peaked at $610K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.