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OpenArc Corporate Advisory’s Fidus Investment FDUS Stock Holding History

OpenArc Corporate Advisory’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 		$394K Sell
22,614
-2,233
-9% -$41.7K 0.01% 509
2025
Q4 		$480K Buy
+24,847
New +$494K 0.01% 410

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

OpenArc Corporate Advisory's FDUS Position: Q1 2026 in Review

OpenArc Corporate Advisory reduced its Fidus Investment (FDUS) stake by 9% in Q1 2026, selling an estimated $41.7K and leaving 22,614 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #509.

OpenArc Corporate Advisory first reported a position in FDUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $480K in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • OpenArc Corporate Advisory held 22,614 shares of Fidus Investment worth $394K as of Q1 2026.
  • OpenArc Corporate Advisory sold 2,233 Fidus Investment shares in Q1 2026, an estimated $41.7K.
  • Fidus Investment made up 0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #509 holding.
  • OpenArc Corporate Advisory first reported a position in Fidus Investment in Q4 2025 and has held it in 2 quarters since.
  • OpenArc Corporate Advisory's Fidus Investment position peaked at $480K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.