PGF
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Plan Group Financial’s Fidus Investment FDUS Stock Holding History

Plan Group Financial’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Buy
49,763
+13,924
+39% +$281K 0.33% 80
2025
Q1 		$731K Buy
35,839
+19,964
+126% +$407K 0.26% 76
2024
Q4 		$334K Buy
+15,875
New +$334K 0.18% 86