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 Q3	$2.91M	Buy	157,727 +32,207	+26%	+$635K	0.57%	61
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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Plan Group Financial's FDUS Position: Q3 2026 in Review

Plan Group Financial increased its Fidus Investment (FDUS) stake by 26% in Q3 2026, buying an estimated $635K and bringing the position to 157,727 shares worth $2.91M. The position accounts for 0.57% of the portfolio, ranked #61.

Plan Group Financial first reported a position in FDUS in Q4 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

Plan Group Financial held 157,727 shares of Fidus Investment worth $2.91M as of Q3 2026.
Plan Group Financial bought 32,207 Fidus Investment shares in Q3 2026, an estimated $635K.
Fidus Investment made up 0.57% of Plan Group Financial's portfolio in Q3 2026, its #61 holding.
Plan Group Financial first reported a position in Fidus Investment in Q4 2024 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.