Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Fidus Investment FDUS Stock Holding History

Sumitomo Mitsui Trust Group’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 		$4.39M Buy
230,108
+16,723
+8% +$311K ﹤0.01% 743
2026
Q1 		$3.72M Hold
213,385
– – ﹤0.01% 737
2025
Q4 		$4.12M Buy
213,385
+4,144
+2% +$82.4K ﹤0.01% 747
2025
Q3 		$4.24M Buy
209,241
+56,778
+37% +$1.2M ﹤0.01% 748
2025
Q2 		$3.08M Buy
152,463
+61,977
+68% +$1.21M ﹤0.01% 761
2025
Q1 		$1.85M Buy
90,486
+9,166
+11% +$201K ﹤0.01% 802
2024
Q4 		$1.71M Buy
81,320
+10,312
+15% +$209K ﹤0.01% 830
2024
Q3 		$1.39M Buy
71,008
+5,302
+8% +$104K ﹤0.01% 867
2024
Q2 		$1.28M Hold
65,706
– – ﹤0.01% 877
2024
Q1 		$1.3M Buy
65,706
+2,300
+4% +$45K ﹤0.01% 941
2023
Q4 		$1.25M Hold
63,406
– – ﹤0.01% 951
2023
Q3 		$1.22M Hold
63,406
– – ﹤0.01% 964
2023
Q2 		$1.24M Hold
63,406
– – ﹤0.01% 977
2023
Q1 		$1.21M Buy
63,406
+7,650
+14% +$153K ﹤0.01% 977
2022
Q4 		$1.06M Sell
55,756
-13,262
-19% -$252K ﹤0.01% 1020
2022
Q3 		$1.19M Hold
69,018
– – ﹤0.01% 1009
2022
Q2 		$1.2M Sell
69,018
-30,294
-31% -$585K ﹤0.01% 1012
2022
Q1 		$2M Sell
99,312
-10,091
-9% -$188K ﹤0.01% 949
2021
Q4 		$1.97M Sell
109,403
-13,376
-11% -$237K ﹤0.01% 944
2021
Q3 		$2.14M Sell
122,779
-28,096
-19% -$489K ﹤0.01% 943
2021
Q2 		$2.56M Sell
150,875
-5,896
-4% -$100K ﹤0.01% 920
2021
Q1 		$2.44M Hold
156,771
– – ﹤0.01% 908
2020
Q4 		$2.05M Hold
156,771
– – ﹤0.01% 902
2020
Q3 		$1.54M Sell
156,771
-400
-0.3% -$3.85K ﹤0.01% 917
2020
Q2 		$1.43M Sell
157,171
-41,325
-21% -$359K ﹤0.01% 923
2020
Q1 		$1.31M Buy
+198,496
New +$2.56M ﹤0.01% 909

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group's FDUS Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Fidus Investment (FDUS) stake by 7.8% in Q2 2026, buying an estimated $311K and bringing the position to 230,108 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Sumitomo Mitsui Trust Group first reported a position in FDUS in Q1 2020 and has held it in 26 quarters since. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 230,108 shares of Fidus Investment worth $4.39M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 16,723 Fidus Investment shares in Q2 2026, an estimated $311K.
  • Fidus Investment made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #743 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Fidus Investment in Q1 2020 and has held it in 26 quarters since.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.