AssetMark Inc
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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
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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

AssetMark Inc's YOU Position: Q2 2026 in Review

AssetMark Inc increased its Clear Secure (YOU) stake by 30% in Q2 2026, buying an estimated $169K and bringing the position to 13,226 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

AssetMark Inc first reported a position in YOU in Q1 2022 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • AssetMark Inc held 13,226 shares of Clear Secure worth $737K as of Q2 2026.
  • AssetMark Inc bought 3,085 Clear Secure shares in Q2 2026, an estimated $169K.
  • Clear Secure made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1145 holding.
  • AssetMark Inc first reported a position in Clear Secure in Q1 2022 and has held it in 5 quarters since.
  • 113 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.