Cetera Investment Advisers
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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
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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's FDS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Factset (FDS) stake by 17% in Q1 2026, buying an estimated $233K and bringing the position to 6,815 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Cetera Investment Advisers first reported a position in FDS in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.69M in Q4 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Cetera Investment Advisers held 6,815 shares of Factset worth $1.48M as of Q1 2026.
  • Cetera Investment Advisers bought 997 Factset shares in Q1 2026, an estimated $233K.
  • Factset made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2552 holding.
  • Cetera Investment Advisers first reported a position in Factset in Q3 2019 and has held it in 27 quarters since.
  • Cetera Investment Advisers's Factset position peaked at $2.69M in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.