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Certior Financial Group’s Watsco Inc WSO Stock Holding History

Certior Financial Group’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Buy
1,159
+44
+4% +$17.7K 0.26% 77
2026
Q1 		$406K Buy
1,115
+54
+5% +$20.9K 0.26% 75
2025
Q4 		$357K Buy
1,061
+107
+11% +$38.2K 0.24% 92
2025
Q3 		$386K Buy
954
+14
+1% +$5.99K 0.26% 85
2025
Q2 		$415K Hold
940
– – 0.31% 72
2025
Q1 		$478K Buy
940
+7
+0.8% +$3.45K 0.39% 58
2024
Q4 		$442K Buy
+933
New +$473K 0.38% 66

Other funds holding WSO

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Certior Financial Group's WSO Position: Q2 2026 in Review

Certior Financial Group increased its Watsco Inc (WSO) stake by 3.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,159 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #77.

Certior Financial Group first reported a position in WSO in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Certior Financial Group held 1,159 shares of Watsco Inc worth $483K as of Q2 2026.
  • Certior Financial Group bought 44 Watsco Inc shares in Q2 2026, an estimated $17.7K.
  • Watsco Inc made up 0.26% of Certior Financial Group's portfolio in Q2 2026, its #77 holding.
  • Certior Financial Group first reported a position in Watsco Inc in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.