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Smartleaf Asset Management’s Fidus Investment FDUS Stock Holding History

Smartleaf Asset 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 		$120 Hold
7
– – ﹤0.01% 3385
2025
Q4 		$135 Hold
7
– – ﹤0.01% 3396
2025
Q3 		$141 Hold
7
– – ﹤0.01% 2959
2025
Q2 		$139 Hold
7
– – ﹤0.01% 2683
2025
Q1 		$143 Buy
+7
New +$153 ﹤0.01% 2825

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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 $1.03B AUM 17.77% 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 $293M AUM 18.57% 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

Smartleaf Asset Management's FDUS Position: Q1 2026 in Review

Smartleaf Asset Management held its Fidus Investment (FDUS) position steady in Q1 2026 at 7 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Smartleaf Asset Management first reported a position in FDUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $143 in Q1 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Smartleaf Asset Management held 7 shares of Fidus Investment worth $120 as of Q1 2026.
  • Smartleaf Asset Management left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3385 holding.
  • Smartleaf Asset Management first reported a position in Fidus Investment in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Fidus Investment position peaked at $143 in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.