MCM
FDUS icon

Monument Capital Management’s Fidus Investment FDUS Stock Holding History

Monument Capital 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
2026
Q1 		$332K Hold
19,039
– – 0.08% 169
2025
Q4 		$367K Hold
19,039
– – 0.09% 162
2025
Q3 		$386K Buy
+19,039
New +$402K 0.1% 154

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

Monument Capital Management's FDUS Position: Q1 2026 in Review

Monument Capital Management held its Fidus Investment (FDUS) position steady in Q1 2026 at 19,039 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #169.

Monument Capital Management first reported a position in FDUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Monument Capital Management held 19,039 shares of Fidus Investment worth $332K as of Q1 2026.
  • Monument Capital Management left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up 0.08% of Monument Capital Management's portfolio in Q1 2026, its #169 holding.
  • Monument Capital Management first reported a position in Fidus Investment in Q3 2025 and has held it in 3 quarters since.
  • Monument Capital Management's Fidus Investment position peaked at $386K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.