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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
Q2 		– Sell
-58
Closed -$1.01K – 460
2026
Q1 		$1.01K Buy
+58
New +$1.08K ﹤0.01% 460

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UBS Group
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Baird Financial Group
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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

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

Osbon Capital Management sold out of Fidus Investment (FDUS) in Q2 2026, closing a stake of 58 shares — an estimated $1.01K sold.

Osbon Capital Management first reported a position in FDUS in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Osbon Capital Management reported no remaining Fidus Investment position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 58 Fidus Investment shares in Q2 2026, an estimated $1.01K.
  • Osbon Capital Management first reported a position in Fidus Investment in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Fidus Investment position peaked at $1.01K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.