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SouthState Corp’s Fidus Investment FDUS Stock Holding History

SouthState Corp’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 		$8.71K Hold
500
– – ﹤0.01% 674
2025
Q4 		$9.65K Hold
500
– – ﹤0.01% 691
2025
Q3 		$10.1K Buy
+500
New +$10.5K ﹤0.01% 661

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VanEck Associates
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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 $936M AUM 12.9% 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 $286M AUM 21.05% 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

SouthState Corp's FDUS Position: Q1 2026 in Review

SouthState Corp held its Fidus Investment (FDUS) position steady in Q1 2026 at 500 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

SouthState Corp first reported a position in FDUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • SouthState Corp held 500 shares of Fidus Investment worth $8.71K as of Q1 2026.
  • SouthState Corp left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #674 holding.
  • SouthState Corp first reported a position in Fidus Investment in Q3 2025 and has held it in 3 quarters since.
  • SouthState Corp's Fidus Investment position peaked at $10.1K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.