OCM
FDUS icon

Osbon Capital Management’s Fidus Investment FDUS Stock Holding History

Osbon 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 		$1.01K Buy
+58
New +$1.08K ﹤0.01% 460

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

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

Osbon Capital Management opened a new position in Fidus Investment (FDUS) in Q1 2026: 58 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Osbon Capital Management held 58 shares of Fidus Investment worth $1.01K as of Q1 2026.
  • Fidus Investment was a new Osbon Capital Management position in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #460 holding.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.