Certior Financial Group
WSO icon

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
Q3 		$355K Buy
1,174
+15
+1% +$5.01K 0.19% 99
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

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Certior Financial Group's WSO Position: Q3 2026 in Review

Certior Financial Group increased its Watsco Inc (WSO) stake by 1.3% in Q3 2026, buying an estimated $5.01K and bringing the position to 1,174 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #99.

Certior Financial Group first reported a position in WSO in Q4 2024 and has held it in 8 quarters since. The position peaked at $483K in Q2 2026. 259 funds tracked by Wall St. Rank hold WSO as of Q3 2026.

  • Certior Financial Group held 1,174 shares of Watsco Inc worth $355K as of Q3 2026.
  • Certior Financial Group bought 15 Watsco Inc shares in Q3 2026, an estimated $5.01K.
  • Watsco Inc made up 0.19% of Certior Financial Group's portfolio in Q3 2026, its #99 holding.
  • Certior Financial Group first reported a position in Watsco Inc in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's Watsco Inc position peaked at $483K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.