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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
Q3 		$41.9M Buy
2,193,829
+2,120,925
+2,909% +$41.8M 1.87% 5
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sound Income Strategies's FDUS Position: Q3 2026 in Review

Sound Income Strategies increased its Fidus Investment (FDUS) stake by 2,909% in Q3 2026, buying an estimated $41.8M and bringing the position to 2,193,829 shares worth $41.9M. The position accounts for 1.87% of the portfolio, ranked #5.

Sound Income Strategies first reported a position in FDUS in Q2 2022 and has held it in 18 quarters since. 10 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Sound Income Strategies held 2,193,829 shares of Fidus Investment worth $41.9M as of Q3 2026.
  • Sound Income Strategies bought 2,120,925 Fidus Investment shares in Q3 2026, an estimated $41.8M.
  • Fidus Investment made up 1.87% of Sound Income Strategies's portfolio in Q3 2026, its #5 holding.
  • Sound Income Strategies first reported a position in Fidus Investment in Q2 2022 and has held it in 18 quarters since.
  • 10 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.