N.E.W. Advisory Services’s Fidus Investment FDUS Stock Holding History

N.E.W. Advisory Services’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	$1.21K	Hold	63	–	–	﹤0.01%	909
2026 Q1	$1.1K	Hold	63	–	–	﹤0.01%	866
2025 Q4	$1.22K	Buy	63 +1	+2%	+$20	﹤0.01%	836
2025 Q3	$1.26K	Hold	62	–	–	﹤0.01%	780
2025 Q2	$1.25K	Hold	62	–	–	﹤0.01%	777
2025 Q1	$1.26K	Buy	+62	New	+$1.36K	﹤0.01%	839

Other funds holding FDUS

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

PGF

Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's FDUS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Fidus Investment (FDUS) position steady in Q2 2026 at 63 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

N.E.W. Advisory Services first reported a position in FDUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26K in Q1 2025. 75 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

N.E.W. Advisory Services held 63 shares of Fidus Investment worth $1.21K as of Q2 2026.
N.E.W. Advisory Services left its Fidus Investment share count unchanged in Q2 2026.
Fidus Investment made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #909 holding.
N.E.W. Advisory Services first reported a position in Fidus Investment in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Fidus Investment position peaked at $1.26K in Q1 2025.
75 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.