MGB Wealth Management’s Fidus Investment FDUS Stock Holding History

MGB Wealth Management’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
2025 Q4	$1.19M	Sell	61,793 -20,327	-25%	-$404K	0.34%	60
2025 Q3	$1.66M	Sell	82,120 -7,655	-9%	-$161K	0.47%	44
2025 Q2	$1.81M	Buy	89,775 +1,821	+2%	+$35.6K	0.6%	38
2025 Q1	$1.8M	Hold	87,954	–	–	0.65%	34
2024 Q4	$1.85M	Hold	87,954	–	–	0.57%	33
2024 Q3	$1.72M	Sell	87,954 -100	-0.1%	-$1.97K	0.62%	32
2024 Q2	$1.74M	Buy	88,054 +598	+0.7%	+$11.9K	0.65%	35
2024 Q1	$1.72M	Hold	87,456	–	–	0.7%	34
2023 Q4	$1.72M	Buy	+87,456	New	+$1.67M	0.87%	28

Other funds holding FDUS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

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

MGB Wealth Management's FDUS Position: Q4 2025 in Review

MGB Wealth Management reduced its Fidus Investment (FDUS) stake by 25% in Q4 2025, selling an estimated $404K and leaving 61,793 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #60.

MGB Wealth Management first reported a position in FDUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2024. 149 funds tracked by Wall St. Rank hold FDUS as of Q4 2025.

MGB Wealth Management held 61,793 shares of Fidus Investment worth $1.19M as of Q4 2025.
MGB Wealth Management sold 20,327 Fidus Investment shares in Q4 2025, an estimated $404K.
Fidus Investment made up 0.34% of MGB Wealth Management's portfolio in Q4 2025, its #60 holding.
MGB Wealth Management first reported a position in Fidus Investment in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Fidus Investment position peaked at $1.85M in Q4 2024.
149 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.