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
2022 Q4	–	Sell	-50,000	Closed	-$1.29K	–	4331
2022 Q3	$1.29K	Hold	50,000	–	–	﹤0.01%	2039
2022 Q2	$1.41K	Hold	50,000	–	–	﹤0.01%	2094
2022 Q1	$1.34M	Buy	+50,000	New	+$1.24M	﹤0.01%	2158

Other funds holding YOU

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 288 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.
288 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.