Raymond James Financial
FDUS icon

Raymond James Financial’s Fidus Investment FDUS Stock Holding History

Raymond James 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 		$14M Buy
804,392
+68,367
+9% +$1.28M ﹤0.01% 1748
2025
Q4 		$14.2M Sell
736,025
-39,548
-5% -$786K ﹤0.01% 1692
2025
Q3 		$15.7M Sell
775,573
-38,129
-5% -$804K 0.01% 1588
2025
Q2 		$16.4M Sell
813,702
-124,424
-13% -$2.43M 0.01% 1513
2025
Q1 		$19.1M Sell
938,126
-38,997
-4% -$855K 0.01% 1351
2024
Q4 		$20.5M Buy
+977,123
New +$19.8M 0.01% 1300

Other funds holding FDUS

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's FDUS Position: Q1 2026 in Review

Raymond James Financial increased its Fidus Investment (FDUS) stake by 9.3% in Q1 2026, buying an estimated $1.28M and bringing the position to 804,392 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Raymond James Financial first reported a position in FDUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.5M in Q4 2024. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Raymond James Financial held 804,392 shares of Fidus Investment worth $14M as of Q1 2026.
  • Raymond James Financial bought 68,367 Fidus Investment shares in Q1 2026, an estimated $1.28M.
  • Fidus Investment made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1748 holding.
  • Raymond James Financial first reported a position in Fidus Investment in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Fidus Investment position peaked at $20.5M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.