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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
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

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

Monument Capital Management's FDUS Position: Q2 2026 in Review

Monument Capital Management increased its Fidus Investment (FDUS) stake by 39% in Q2 2026, buying an estimated $138K and bringing the position to 26,460 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #162.

Monument Capital Management first reported a position in FDUS in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Monument Capital Management held 26,460 shares of Fidus Investment worth $505K as of Q2 2026.
  • Monument Capital Management bought 7,421 Fidus Investment shares in Q2 2026, an estimated $138K.
  • Fidus Investment made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #162 holding.
  • Monument Capital Management first reported a position in Fidus Investment in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.