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Rockland Trust’s Fidus Investment FDUS Stock Holding History

Rockland Trust’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 		$1.07M Hold
55,912
– – 0.04% 141
2026
Q1 		$974K Hold
55,912
– – 0.04% 150
2025
Q4 		$1.08M Hold
55,912
– – 0.04% 145
2025
Q3 		$1.13M Buy
+55,912
New +$1.18M 0.05% 148

Other funds holding FDUS

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Rockland Trust's FDUS Position: Q2 2026 in Review

Rockland Trust held its Fidus Investment (FDUS) position steady in Q2 2026 at 55,912 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #141.

Rockland Trust first reported a position in FDUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 14 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Rockland Trust held 55,912 shares of Fidus Investment worth $1.07M as of Q2 2026.
  • Rockland Trust left its Fidus Investment share count unchanged in Q2 2026.
  • Fidus Investment made up 0.04% of Rockland Trust's portfolio in Q2 2026, its #141 holding.
  • Rockland Trust first reported a position in Fidus Investment in Q3 2025 and has held it in 4 quarters since.
  • Rockland Trust's Fidus Investment position peaked at $1.13M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.