Monument Capital Management
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
Q3 		$483K Sell
25,059
-1,401
-5% -$27.6K 0.1% 158
2026
Q2 		$505K Buy
26,460
+7,421
+39% +$138K 0.1% 162
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

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Monument Capital Management's FDUS Position: Q3 2026 in Review

Monument Capital Management reduced its Fidus Investment (FDUS) stake by 5.3% in Q3 2026, selling an estimated $27.6K and leaving 25,059 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #158.

Monument Capital Management first reported a position in FDUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $505K in Q2 2026. 35 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Monument Capital Management held 25,059 shares of Fidus Investment worth $483K as of Q3 2026.
  • Monument Capital Management sold 1,401 Fidus Investment shares in Q3 2026, an estimated $27.6K.
  • Fidus Investment made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #158 holding.
  • Monument Capital Management first reported a position in Fidus Investment in Q3 2025 and has held it in 5 quarters since.
  • Monument Capital Management's Fidus Investment position peaked at $505K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.