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BOLTON SECURITIES CORPORATION’s Certara CERT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-32,000
Closed -$210K – 2262
2026
Q2 		$210K Hold
32,000
– – 0.01% 884
2026
Q1 		$182K Buy
+32,000
New +$244K 0.01% 833

Other funds holding CERT

Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CERT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Certara (CERT) in Q3 2026, closing a stake of 32,000 shares — an estimated $210K sold.

BOLTON SECURITIES CORPORATION first reported a position in CERT in Q1 2026 and held it in 2 quarters. The position peaked at $210K in Q2 2026. 151 funds tracked by Wall St. Rank hold CERT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Certara position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 32,000 Certara shares in Q3 2026, an estimated $210K.
  • BOLTON SECURITIES CORPORATION first reported a position in Certara in Q1 2026 and held it in 2 quarters.
  • BOLTON SECURITIES CORPORATION's Certara position peaked at $210K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Certara as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.