WNY Asset Management’s Fidus Investment FDUS Stock Holding History

WNY Asset Management’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	$176K	Buy	+10,100	New	+$189K	0.02%	245

Other funds holding FDUS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WNY Asset Management's FDUS Position: Q1 2026 in Review

WNY Asset Management opened a new position in Fidus Investment (FDUS) in Q1 2026: 10,100 shares worth $176K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

WNY Asset Management held 10,100 shares of Fidus Investment worth $176K as of Q1 2026.
Fidus Investment was a new WNY Asset Management position in Q1 2026.
Fidus Investment made up 0.02% of WNY Asset Management's portfolio in Q1 2026, its #245 holding.
142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.