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Sound Income Strategies’s Fidus Investment FDUS Stock Holding History

Sound Income Strategies’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 		$1.39M Buy
72,904
+31,587
+76% +$587K 0.06% 183
2026
Q1 		$715K Buy
41,317
+3,221
+8% +$60.2K 0.03% 210
2025
Q4 		$758K Buy
38,096
+36,313
+2,037% +$722K 0.04% 210
2025
Q3 		$34.8K Sell
1,783
-115
-6% -$2.43K ﹤0.01% 657
2025
Q2 		$38.3K Sell
1,898
-3,269
-63% -$63.8K ﹤0.01% 587
2025
Q1 		$105K Buy
5,167
+188
+4% +$4.12K 0.01% 384
2024
Q4 		$105K Sell
4,979
-54
-1% -$1.09K 0.01% 347
2024
Q3 		$98.6K Sell
5,033
-2,679
-35% -$52.7K 0.01% 344
2024
Q2 		$150K Sell
7,712
-1,262
-14% -$25.1K 0.01% 264
2024
Q1 		$177K Buy
8,974
+721
+9% +$14.1K 0.01% 229
2023
Q4 		$163K Buy
8,253
+7,219
+698% +$138K 0.01% 219
2023
Q3 		$19.8K Hold
1,034
– – ﹤0.01% 446
2023
Q2 		$20.3K Hold
1,034
– – ﹤0.01% 429
2023
Q1 		$19.7K Hold
1,034
– – ﹤0.01% 424
2022
Q4 		$19.7K Buy
1,034
+397
+62% +$7.55K ﹤0.01% 395
2022
Q3 		$11K Buy
637
+462
+264% +$8.76K ﹤0.01% 449
2022
Q2 		$3K Buy
+175
New +$3.38K ﹤0.01% 649

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PA
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
RP
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Sound Income Strategies's FDUS Position: Q2 2026 in Review

Sound Income Strategies increased its Fidus Investment (FDUS) stake by 76% in Q2 2026, buying an estimated $587K and bringing the position to 72,904 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #183.

Sound Income Strategies first reported a position in FDUS in Q2 2022 and has held it in 17 quarters since. 59 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Sound Income Strategies held 72,904 shares of Fidus Investment worth $1.39M as of Q2 2026.
  • Sound Income Strategies bought 31,587 Fidus Investment shares in Q2 2026, an estimated $587K.
  • Fidus Investment made up 0.06% of Sound Income Strategies's portfolio in Q2 2026, its #183 holding.
  • Sound Income Strategies first reported a position in Fidus Investment in Q2 2022 and has held it in 17 quarters since.
  • 59 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.