Sage Investment Counsel’s Fidus Investment FDUS Stock Holding History

Sage Investment Counsel’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	$268K	Buy	14,070 +1,000	+8%	+$18.6K	0.27%	95
2026 Q1	$228K	Buy	13,070 +1,000	+8%	+$18.7K	0.25%	101
2025 Q4	$233K	Hold	12,070	–	–	0.26%	95
2025 Q3	$245K	Hold	12,070	–	–	0.27%	94
2025 Q2	$244K	Hold	12,070	–	–	0.28%	91
2025 Q1	$246K	Buy	12,070 +17	+0.1%	+$373	0.31%	91
2024 Q4	$253K	Buy	+12,053	New	+$244K	0.33%	89

Other funds holding FDUS

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

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

PGF

Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Sage Investment Counsel's FDUS Position: Q2 2026 in Review

Sage Investment Counsel increased its Fidus Investment (FDUS) stake by 7.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 14,070 shares worth $268K. The position accounts for 0.27% of the portfolio, ranked #95.

Sage Investment Counsel first reported a position in FDUS in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Sage Investment Counsel held 14,070 shares of Fidus Investment worth $268K as of Q2 2026.
Sage Investment Counsel bought 1,000 Fidus Investment shares in Q2 2026, an estimated $18.6K.
Fidus Investment made up 0.27% of Sage Investment Counsel's portfolio in Q2 2026, its #95 holding.
Sage Investment Counsel first reported a position in Fidus Investment in Q4 2024 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.