Jones Financial Companies
CERT icon

Jones Financial Companies’s Certara CERT Stock Holding History

Jones Financial Companies’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 		$426 Hold
73
– – ﹤0.01% 4784
2026
Q1 		$420 Hold
73
– – ﹤0.01% 4517
2025
Q4 		$643 Hold
73
– – ﹤0.01% 4116
2025
Q3 		$861 Sell
73
-583
-89% -$6.38K ﹤0.01% 3931
2025
Q2 		$7.46K Buy
+656
New +$7.76K ﹤0.01% 2980

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's CERT Position: Q2 2026 in Review

Jones Financial Companies held its Certara (CERT) position steady in Q2 2026 at 73 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

Jones Financial Companies first reported a position in CERT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.46K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q2 2026.

  • Jones Financial Companies held 73 shares of Certara worth $426 as of Q2 2026.
  • Jones Financial Companies left its Certara share count unchanged in Q2 2026.
  • Certara made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4784 holding.
  • Jones Financial Companies first reported a position in Certara in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Certara position peaked at $7.46K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.