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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.39M Buy
125,520
+26,718
+27% +$496K 0.49% 67
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
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

Plan Group Financial's FDUS Position: Q2 2026 in Review

Plan Group Financial increased its Fidus Investment (FDUS) stake by 27% in Q2 2026, buying an estimated $496K and bringing the position to 125,520 shares worth $2.39M. The position accounts for 0.49% of the portfolio, ranked #67.

Plan Group Financial first reported a position in FDUS in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Plan Group Financial held 125,520 shares of Fidus Investment worth $2.39M as of Q2 2026.
  • Plan Group Financial bought 26,718 Fidus Investment shares in Q2 2026, an estimated $496K.
  • Fidus Investment made up 0.49% of Plan Group Financial's portfolio in Q2 2026, its #67 holding.
  • Plan Group Financial first reported a position in Fidus Investment in Q4 2024 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.