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
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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VanEck Associates
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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

Rockefeller Capital Management's FDUS Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fidus Investment (FDUS) stake by 4.1% in Q1 2026, buying an estimated $5.25K and bringing the position to 7,112 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Rockefeller Capital Management first reported a position in FDUS in Q4 2022 and has held it in 4 quarters since. The position peaked at $135K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Rockefeller Capital Management held 7,112 shares of Fidus Investment worth $124K as of Q1 2026.
  • Rockefeller Capital Management bought 281 Fidus Investment shares in Q1 2026, an estimated $5.25K.
  • Fidus Investment made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2751 holding.
  • Rockefeller Capital Management first reported a position in Fidus Investment in Q4 2022 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Fidus Investment position peaked at $135K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.