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
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

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 $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

Stifel Financial's FDUS Position: Q1 2026 in Review

Stifel Financial increased its Fidus Investment (FDUS) stake by 32% in Q1 2026, buying an estimated $105K and bringing the position to 23,265 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Stifel Financial first reported a position in FDUS in Q2 2017 and has held it in 15 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Stifel Financial held 23,265 shares of Fidus Investment worth $405K as of Q1 2026.
  • Stifel Financial bought 5,608 Fidus Investment shares in Q1 2026, an estimated $105K.
  • Fidus Investment made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2985 holding.
  • Stifel Financial first reported a position in Fidus Investment in Q2 2017 and has held it in 15 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.