PFS
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Prospera Financial Services’s Certara CERT Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-23,601
Closed -$208K – 1433
2025
Q4 		$208K Hold
23,601
– – ﹤0.01% 1291
2025
Q3 		$288K Buy
+23,601
New +$258K ﹤0.01% 1149

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prospera Financial Services's CERT Position: Q1 2026 in Review

Prospera Financial Services sold out of Certara (CERT) in Q1 2026, closing a stake of 23,601 shares — an estimated $208K sold.

Prospera Financial Services first reported a position in CERT in Q3 2025 and held it in 2 quarters. The position peaked at $288K in Q3 2025. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • Prospera Financial Services reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 23,601 Certara shares in Q1 2026, an estimated $208K.
  • Prospera Financial Services first reported a position in Certara in Q3 2025 and held it in 2 quarters.
  • Prospera Financial Services's Certara position peaked at $288K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.