Cetera Investment Advisers
PII icon

Cetera Investment Advisers’s Polaris PII Stock Holding History

Cetera Investment Advisers’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-800
Closed -$5.6K – 4182
2025
Q1 		$5.6K Hold
800
– – ﹤0.01% 3952
2024
Q4 		$7.42K Hold
800
– – ﹤0.01% 3732
2024
Q3 		$5.12K Hold
800
– – ﹤0.01% 3685
2024
Q2 		$4.48K Sell
800
-100
-11% -$8.47K ﹤0.01% 3688
2024
Q1 		$4.86K Buy
+900
New +$82.7K ﹤0.01% 3666

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cetera Investment Advisers reduced its Polaris (PII) stake by 6.3% in Q1 2026, selling an estimated $80.5K and leaving 19,244 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Cetera Investment Advisers first reported a position in PII in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 445 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Cetera Investment Advisers held 19,244 shares of Polaris worth $1.05M as of Q1 2026.
  • Cetera Investment Advisers sold 1,286 Polaris shares in Q1 2026, an estimated $80.5K.
  • Polaris made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2859 holding.
  • Cetera Investment Advisers first reported a position in Polaris in Q1 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Polaris position peaked at $1.3M in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

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