Independent Financial Group’s Certara CERT Stock Holding History

Independent Financial Group’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,846	Closed	-$125K	–	1562
2026 Q1	$125K	Buy	+21,846	New	+$167K	﹤0.01%	1410

Other funds holding CERT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

HIM

Haveli Investment Management Austin, Texas $180M AUM

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's CERT Position: Q2 2026 in Review

Independent Financial Group sold out of Certara (CERT) in Q2 2026, closing a stake of 21,846 shares — an estimated $125K sold.

Independent Financial Group first reported a position in CERT in Q1 2026 and held it in 1 quarter. The position peaked at $125K in Q1 2026. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

Independent Financial Group reported no remaining Certara position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 21,846 Certara shares in Q2 2026, an estimated $125K.
Independent Financial Group first reported a position in Certara in Q1 2026 and held it in 1 quarter.
Independent Financial Group's Certara position peaked at $125K in Q1 2026.
241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.