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
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

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

Truist Financial's FDUS Position: Q1 2026 in Review

Truist Financial reduced its Fidus Investment (FDUS) stake by 57% in Q1 2026, selling an estimated $470K and leaving 18,711 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Truist Financial first reported a position in FDUS in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.45M in Q4 2019. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Truist Financial held 18,711 shares of Fidus Investment worth $326K as of Q1 2026.
  • Truist Financial sold 25,168 Fidus Investment shares in Q1 2026, an estimated $470K.
  • Fidus Investment made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2339 holding.
  • Truist Financial first reported a position in Fidus Investment in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Fidus Investment position peaked at $3.45M in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.