Action Point Financial Planning’s Clear Secure YOU Stock Holding History

Action Point Financial Planning’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.95K	Buy	+56	New	+$3.06K	﹤0.01%	2065

Other funds holding YOU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's YOU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Clear Secure (YOU) in Q2 2026: 56 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings.

448 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Action Point Financial Planning held 56 shares of Clear Secure worth $2.95K as of Q2 2026.
Clear Secure was a new Action Point Financial Planning position in Q2 2026.
Clear Secure made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2065 holding.
448 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.