Rockefeller Capital Management
FDUS icon

Rockefeller Capital Management’s Fidus Investment FDUS Stock Holding History

Rockefeller Capital Management’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 		$128K Sell
6,708
-404
-6% -$7.5K ﹤0.01% 2843
2026
Q1 		$124K Buy
7,112
+281
+4% +$5.25K ﹤0.01% 2751
2025
Q4 		$132K Buy
6,831
+147
+2% +$2.92K ﹤0.01% 2577
2025
Q3 		$135K Buy
+6,684
New +$141K ﹤0.01% 2423
2023
Q1 		– Sell
-41
Closed – – 2611
2022
Q4 		$0 Buy
+41
New +$779 ﹤0.01% 3954

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Rockefeller Capital Management's FDUS Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Fidus Investment (FDUS) stake by 5.7% in Q2 2026, selling an estimated $7.5K and leaving 6,708 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Rockefeller Capital Management first reported a position in FDUS in Q4 2022 and has held it in 5 quarters since. The position peaked at $135K in Q3 2025. 133 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Rockefeller Capital Management held 6,708 shares of Fidus Investment worth $128K as of Q2 2026.
  • Rockefeller Capital Management sold 404 Fidus Investment shares in Q2 2026, an estimated $7.5K.
  • Fidus Investment made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2843 holding.
  • Rockefeller Capital Management first reported a position in Fidus Investment in Q4 2022 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Fidus Investment position peaked at $135K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.