Stifel Financial
FDUS icon

Stifel Financial’s Fidus Investment FDUS Stock Holding History

Stifel Financial’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 		$459K Buy
24,072
+807
+3% +$15K ﹤0.01% 3016
2026
Q1 		$405K Buy
23,265
+5,608
+32% +$105K ﹤0.01% 2985
2025
Q4 		$341K Buy
17,657
+1,092
+7% +$21.7K ﹤0.01% 3075
2025
Q3 		$336K Buy
16,565
+2,570
+18% +$54.2K ﹤0.01% 3046
2025
Q2 		$283K Sell
13,995
-3,935
-22% -$76.8K ﹤0.01% 3082
2025
Q1 		$366K Sell
17,930
-400
-2% -$8.77K ﹤0.01% 2873
2024
Q4 		$385K Sell
18,330
-499
-3% -$10.1K ﹤0.01% 2831
2024
Q3 		$369K Sell
18,829
-411
-2% -$8.08K ﹤0.01% 2853
2024
Q2 		$375K Buy
19,240
+262
+1% +$5.2K ﹤0.01% 2799
2024
Q1 		$375K Sell
18,978
-687
-3% -$13.4K ﹤0.01% 2774
2023
Q4 		$387K Buy
19,665
+2,015
+11% +$38.5K ﹤0.01% 2702
2023
Q3 		$339K Buy
17,650
+14
+0.1% +$276 ﹤0.01% 2719
2023
Q2 		$346K Buy
17,636
+15
+0.1% +$285 ﹤0.01% 2741
2023
Q1 		$336K Sell
17,621
-1,750
-9% -$34.9K ﹤0.01% 2737
2022
Q4 		$369K Buy
+19,371
New +$368K ﹤0.01% 2641
2017
Q3 		– Sell
-11,600
Closed -$196K – 2603
2017
Q2 		$196K Buy
+11,600
New +$200K ﹤0.01% 2359

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stifel Financial's FDUS Position: Q2 2026 in Review

Stifel Financial increased its Fidus Investment (FDUS) stake by 3.5% in Q2 2026, buying an estimated $15K and bringing the position to 24,072 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Stifel Financial first reported a position in FDUS in Q2 2017 and has held it in 16 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Stifel Financial held 24,072 shares of Fidus Investment worth $459K as of Q2 2026.
  • Stifel Financial bought 807 Fidus Investment shares in Q2 2026, an estimated $15K.
  • Fidus Investment made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3016 holding.
  • Stifel Financial first reported a position in Fidus Investment in Q2 2017 and has held it in 16 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.