AssetMark Inc
YOU icon

AssetMark Inc’s Clear Secure YOU Stock Holding History

AssetMark Inc’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
Q3 		$728K Buy
17,349
+4,123
+31% +$198K ﹤0.01% 1165
2026
Q2 		$737K Buy
13,226
+3,085
+30% +$169K ﹤0.01% 1145
2026
Q1 		$491K Buy
10,141
+9,906
+4,215% +$394K ﹤0.01% 1164
2025
Q4 		$8.24K Buy
235
+64
+37% +$2.18K ﹤0.01% 2287
2025
Q3 		$5.71K Buy
+171
New +$5.67K ﹤0.01% 2304
2022
Q2 		– Sell
-157
Closed -$4K – 1702
2022
Q1 		$4K Buy
+157
New +$3.89K ﹤0.01% 1327

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AssetMark Inc's YOU Position: Q3 2026 in Review

AssetMark Inc increased its Clear Secure (YOU) stake by 31% in Q3 2026, buying an estimated $198K and bringing the position to 17,349 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

AssetMark Inc first reported a position in YOU in Q1 2022 and has held it in 6 quarters since. The position peaked at $737K in Q2 2026. 168 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • AssetMark Inc held 17,349 shares of Clear Secure worth $728K as of Q3 2026.
  • AssetMark Inc bought 4,123 Clear Secure shares in Q3 2026, an estimated $198K.
  • Clear Secure made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1165 holding.
  • AssetMark Inc first reported a position in Clear Secure in Q1 2022 and has held it in 6 quarters since.
  • AssetMark Inc's Clear Secure position peaked at $737K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.