Valley National Advisers’s Fidus Investment FDUS Stock Holding History

Valley National Advisers’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	$1.91K	Buy	+100	New	+$1.86K	﹤0.01%	813

Other funds holding FDUS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valley National Advisers's FDUS Position: Q2 2026 in Review

Valley National Advisers opened a new position in Fidus Investment (FDUS) in Q2 2026: 100 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

134 funds tracked by Wall St. Rank hold FDUS as of Q2 2026.

Valley National Advisers held 100 shares of Fidus Investment worth $1.91K as of Q2 2026.
Fidus Investment was a new Valley National Advisers position in Q2 2026.
Fidus Investment made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #813 holding.
134 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.