Truist Financial
FDUS icon

Truist Financial’s Fidus Investment FDUS Stock Holding History

Truist 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 		$244K Sell
12,772
-5,939
-32% -$110K ﹤0.01% 2656
2026
Q1 		$326K Sell
18,711
-25,168
-57% -$470K ﹤0.01% 2339
2025
Q4 		$847K Sell
43,879
-993
-2% -$19.7K ﹤0.01% 1758
2025
Q3 		$909K Sell
44,872
-831
-2% -$17.5K ﹤0.01% 1712
2025
Q2 		$909K Sell
45,703
-1,252
-3% -$24.4K ﹤0.01% 1643
2025
Q1 		$957K Sell
46,955
-865
-2% -$19K ﹤0.01% 1538
2024
Q4 		$1.01M Buy
47,820
+1,261
+3% +$25.6K ﹤0.01% 1548
2024
Q3 		$913K Buy
46,559
+2,399
+5% +$47.2K ﹤0.01% 1571
2024
Q2 		$860K Sell
44,160
-3,523
-7% -$70K ﹤0.01% 1682
2024
Q1 		$941K Buy
47,683
+2,765
+6% +$54K ﹤0.01% 1640
2023
Q4 		$884K Sell
44,918
-7,730
-15% -$148K ﹤0.01% 1663
2023
Q3 		$1.01M Buy
52,648
+277
+0.5% +$5.46K ﹤0.01% 1567
2023
Q2 		$1.03M Buy
52,371
+886
+2% +$16.8K ﹤0.01% 1572
2023
Q1 		$982K Sell
51,485
-382
-0.7% -$7.62K ﹤0.01% 1563
2022
Q4 		$987K Sell
51,867
-15,227
-23% -$289K ﹤0.01% 1554
2022
Q3 		$1.15M Sell
67,094
-4,012
-6% -$76.1K ﹤0.01% 1428
2022
Q2 		$1.24M Sell
71,106
-123
-0.2% -$2.38K ﹤0.01% 1442
2022
Q1 		$1.44M Sell
71,229
-5,069
-7% -$94.7K ﹤0.01% 1442
2021
Q4 		$1.37M Buy
76,298
+574
+0.8% +$10.2K ﹤0.01% 1475
2021
Q3 		$1.32M Sell
75,724
-31,000
-29% -$540K ﹤0.01% 1460
2021
Q2 		$1.81M Sell
106,724
-3,670
-3% -$62.4K ﹤0.01% 1348
2021
Q1 		$1.72M Sell
110,394
-9,703
-8% -$138K ﹤0.01% 1306
2020
Q4 		$1.57M Sell
120,097
-32,847
-21% -$391K ﹤0.01% 1287
2020
Q3 		$1.51M Sell
152,944
-17,895
-10% -$172K ﹤0.01% 1182
2020
Q2 		$1.55M Sell
170,839
-16,206
-9% -$141K ﹤0.01% 1129
2020
Q1 		$1.24M Sell
187,045
-45,181
-19% -$583K ﹤0.01% 1172
2019
Q4 		$3.45M Buy
+232,226
New +$3.49M 0.01% 898

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

Truist Financial's FDUS Position: Q2 2026 in Review

Truist Financial reduced its Fidus Investment (FDUS) stake by 32% in Q2 2026, selling an estimated $110K and leaving 12,772 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Truist Financial first reported a position in FDUS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.45M in Q4 2019. 134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

  • Truist Financial held 12,772 shares of Fidus Investment worth $244K as of Q2 2026.
  • Truist Financial sold 5,939 Fidus Investment shares in Q2 2026, an estimated $110K.
  • Fidus Investment made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2656 holding.
  • Truist Financial first reported a position in Fidus Investment in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Fidus Investment position peaked at $3.45M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.