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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Buy
98,802
+19,113
+24% +$357K 0.4% 71
2025
Q4 		$1.54M Buy
79,689
+10,976
+16% +$218K 0.4% 74
2025
Q3 		$1.39M Buy
68,713
+18,950
+38% +$400K 0.37% 77
2025
Q2 		$1.01M Buy
49,763
+13,924
+39% +$272K 0.33% 80
2025
Q1 		$731K Buy
35,839
+19,964
+126% +$438K 0.26% 76
2024
Q4 		$334K Buy
+15,875
New +$322K 0.18% 86

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

Plan Group Financial's FDUS Position: Q1 2026 in Review

Plan Group Financial increased its Fidus Investment (FDUS) stake by 24% in Q1 2026, buying an estimated $357K and bringing the position to 98,802 shares worth $1.72M. The position accounts for 0.4% of the portfolio, ranked #71.

Plan Group Financial first reported a position in FDUS in Q4 2024 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Plan Group Financial held 98,802 shares of Fidus Investment worth $1.72M as of Q1 2026.
  • Plan Group Financial bought 19,113 Fidus Investment shares in Q1 2026, an estimated $357K.
  • Fidus Investment made up 0.4% of Plan Group Financial's portfolio in Q1 2026, its #71 holding.
  • Plan Group Financial first reported a position in Fidus Investment in Q4 2024 and has held it in 6 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.