Summit Securities Group
FDUS icon

Summit Securities Group’s Fidus Investment FDUS Stock Holding History

Summit Securities 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
Q3 		$10.1K Buy
+523
New +$10.3K ﹤0.01% 799
2013
Q3 		– Sell
-100
Closed -$2K – 465
2013
Q2 		$2K Buy
+100
New +$1.85K ﹤0.01% 479

Other funds holding FDUS

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Securities Group's FDUS Position: Q3 2026 in Review

Summit Securities Group opened a new position in Fidus Investment (FDUS) in Q3 2026: 523 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in FDUS as recently as Q2 2013.

Summit Securities Group first reported a position in FDUS in Q2 2013 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold FDUS as of Q3 2026.

  • Summit Securities Group held 523 shares of Fidus Investment worth $10.1K as of Q3 2026.
  • Fidus Investment was a new Summit Securities Group position in Q3 2026.
  • Fidus Investment made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #799 holding.
  • Summit Securities Group first reported a position in Fidus Investment in Q2 2013 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.