Cetera Investment Advisers
FDS icon

Cetera Investment Advisers’s Factset FDS Stock Holding History

Cetera Investment Advisers’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
8,351
+1,536
+23% +$353K ﹤0.01% 2415
2026
Q1 		$1.48M Buy
6,815
+997
+17% +$233K ﹤0.01% 2552
2025
Q4 		$1.69M Buy
5,818
+254
+5% +$71.3K ﹤0.01% 2362
2025
Q3 		$1.59M Buy
5,564
+1,750
+46% +$669K ﹤0.01% 2367
2025
Q2 		$1.71M Sell
3,814
-1,175
-24% -$515K ﹤0.01% 1964
2025
Q1 		$2.27M Sell
4,989
-607
-11% -$276K ﹤0.01% 1662
2024
Q4 		$2.69M Buy
5,596
+362
+7% +$172K 0.01% 1432
2024
Q3 		$2.41M Sell
5,234
-557
-10% -$237K 0.01% 1498
2024
Q2 		$2.36M Buy
5,791
+391
+7% +$166K 0.01% 1448
2024
Q1 		$2.45M Buy
5,400
+3,683
+215% +$1.72M 0.01% 1417
2023
Q4 		$819K Buy
1,717
+317
+23% +$143K 0.01% 1222
2023
Q3 		$612K Sell
1,400
-279
-17% -$119K 0.01% 1324
2023
Q2 		$673K Buy
1,679
+73
+5% +$29.4K 0.01% 1285
2023
Q1 		$666K Sell
1,606
-53
-3% -$22.1K 0.01% 1256
2022
Q4 		$666K Buy
1,659
+532
+47% +$227K 0.01% 1210
2022
Q3 		$451K Sell
1,127
-186
-14% -$78.7K 0.01% 1029
2022
Q2 		$505K Sell
1,313
-23
-2% -$9K 0.01% 1094
2022
Q1 		$580K Sell
1,336
-226
-14% -$95.3K 0.01% 1072
2021
Q4 		$759K Sell
1,562
-33
-2% -$14.8K 0.01% 933
2021
Q3 		$630K Sell
1,595
-70
-4% -$25.4K 0.01% 1002
2021
Q2 		$559K Buy
1,665
+93
+6% +$30.4K 0.01% 1060
2021
Q1 		$485K Buy
1,572
+202
+15% +$63.9K 0.01% 997
2020
Q4 		$456K Buy
1,370
+326
+31% +$108K 0.01% 1001
2020
Q3 		$350K Buy
1,044
+172
+20% +$59.5K 0.03% 463
2020
Q2 		$286K Buy
872
+60
+7% +$17.3K 0.03% 489
2020
Q1 		$212K Sell
812
-68
-8% -$18.5K 0.03% 481
2019
Q4 		$239K Buy
880
+5
+0.6% +$1.28K 0.02% 507
2019
Q3 		$212K Buy
+875
New +$243K 0.03% 495

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's FDS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Factset (FDS) stake by 23% in Q2 2026, buying an estimated $353K and bringing the position to 8,351 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Cetera Investment Advisers first reported a position in FDS in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.69M in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Cetera Investment Advisers held 8,351 shares of Factset worth $1.92M as of Q2 2026.
  • Cetera Investment Advisers bought 1,536 Factset shares in Q2 2026, an estimated $353K.
  • Factset made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2415 holding.
  • Cetera Investment Advisers first reported a position in Factset in Q3 2019 and has held it in 28 quarters since.
  • Cetera Investment Advisers's Factset position peaked at $2.69M in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.