PAG
FDUS icon

Private Advisor Group’s Fidus Investment FDUS Stock Holding History

Private Advisor Group’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 		$197K Sell
11,280
-2,626
-19% -$49.1K ﹤0.01% 2464
2025
Q4 		$268K Sell
13,906
-1,179
-8% -$23.4K ﹤0.01% 2228
2025
Q3 		$306K Buy
15,085
+351
+2% +$7.4K ﹤0.01% 2074
2025
Q2 		$298K Buy
14,734
+3,323
+29% +$64.9K ﹤0.01% 1986
2025
Q1 		$233K Buy
11,411
+1,732
+18% +$38K ﹤0.01% 2019
2024
Q4 		$203K Buy
+9,679
New +$196K ﹤0.01% 2083
2020
Q3 		– Sell
-2,034
Closed -$18K – 2200
2020
Q2 		$18K Buy
+2,034
New +$17.7K ﹤0.01% 2635

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