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 Q2	$218K	Buy	11,435 +155	+1%	+$2.88K	﹤0.01%	2310
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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Private Advisor Group's FDUS Position: Q2 2026 in Review

Private Advisor Group increased its Fidus Investment (FDUS) stake by 1.4% in Q2 2026, buying an estimated $2.88K and bringing the position to 11,435 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Private Advisor Group first reported a position in FDUS in Q2 2020 and has held it in 8 quarters since. The position peaked at $306K in Q3 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Private Advisor Group held 11,435 shares of Fidus Investment worth $218K as of Q2 2026.
Private Advisor Group bought 155 Fidus Investment shares in Q2 2026, an estimated $2.88K.
Fidus Investment made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2310 holding.
Private Advisor Group first reported a position in Fidus Investment in Q2 2020 and has held it in 8 quarters since.
Private Advisor Group's Fidus Investment position peaked at $306K in Q3 2025.
133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.