Sumitomo Mitsui Trust Group
FDUS icon

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
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

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

Sumitomo Mitsui Trust Group's FDUS Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group held its Fidus Investment (FDUS) position steady in Q1 2026 at 213,385 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Sumitomo Mitsui Trust Group first reported a position in FDUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.24M in Q3 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 213,385 shares of Fidus Investment worth $3.72M as of Q1 2026.
  • Sumitomo Mitsui Trust Group left its Fidus Investment share count unchanged in Q1 2026.
  • Fidus Investment made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #737 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Fidus Investment in Q1 2020 and has held it in 25 quarters since.
  • Sumitomo Mitsui Trust Group's Fidus Investment position peaked at $4.24M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.