Bank of Montreal’s Clear Secure YOU Stock Holding History

Bank of Montreal’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	$10.3M	Buy	185,643 +179,167	+2,767%	+$9.8M	﹤0.01%	1145
2026 Q1	$314K	Buy	+6,476	New	+$258K	﹤0.01%	2651
2025 Q3	–	Sell	-13,965	Closed	-$388K	–	3845
2025 Q2	$388K	Sell	13,965 -833	-6%	-$21.2K	﹤0.01%	2432
2025 Q1	$383K	Buy	14,798 +3,959	+37%	+$98.5K	﹤0.01%	2360
2024 Q4	$289K	Buy	10,839 +1,678	+18%	+$50.7K	﹤0.01%	2570
2024 Q3	$299K	Buy	+9,161	New	+$236K	﹤0.01%	2773
2022 Q4	–	Sell	-50,116	Closed	-$1.29K	–	4330
2022 Q3	$1.29K	Sell	50,116 -51,640	-51%	-$1.27M	﹤0.01%	2037
2022 Q2	$2.86K	Buy	101,756 +51,748	+103%	+$1.4M	﹤0.01%	1716
2022 Q1	$1.34M	Buy	+50,008	New	+$1.24M	﹤0.01%	2157

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

Bank of Montreal's YOU Position: Q2 2026 in Review

Bank of Montreal increased its Clear Secure (YOU) stake by 2,767% in Q2 2026, buying an estimated $9.8M and bringing the position to 185,643 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Bank of Montreal first reported a position in YOU in Q1 2022 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Bank of Montreal held 185,643 shares of Clear Secure worth $10.3M as of Q2 2026.
Bank of Montreal bought 179,167 Clear Secure shares in Q2 2026, an estimated $9.8M.
Clear Secure made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1145 holding.
Bank of Montreal first reported a position in Clear Secure in Q1 2022 and has held it in 9 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.