Cetera Trust Company, N.A. has made headlines with its recent filing of a 13F-HR report, revealing a total of $196.16 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions within the financial services sector.

The report showcases Cetera's investment in various sectors, with notable stakes in major companies such as Apple Inc. and Amazon.com Inc. This indicates a strategic focus on technology and consumer goods, aligning with broader trends in investment management.

Background

Cetera Trust Company, N.A., identified by its Central Index Key (CIK) 0002005547, operates under the financial services sector. The company has recently submitted multiple filings, including a 13F-HR on November 9, 2026, and prior reports on August 13 and May 8 of the same year. These filings reflect the company's ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The 13F-HR filing details that Cetera Trust Company holds a total of $196,158,487 across various investments. The report includes 330 entries, showcasing a diverse portfolio aimed at maximizing returns while managing risk.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services sector. By revealing its investment positions, Cetera Trust Company provides valuable insights that could influence market perceptions and investment strategies among peers.

What's Next

The filing does not say what happens next.