Bay Harbor Wealth Management’s Clear Secure YOU Stock Holding History

Bay Harbor Wealth Management’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	$780	Buy	14 +1	+8%	+$55	﹤0.01%	954
2026 Q1	$629	Buy	13 +8	+160%	+$318	﹤0.01%	922
2025 Q4	$175	Buy	5 +2	+67%	+$68	﹤0.01%	1137
2025 Q3	$100	Buy	3 +1	+50%	+$33	﹤0.01%	1173
2025 Q2	$55	Buy	2 +1	+100%	+$25	﹤0.01%	1183
2025 Q1	$25	Buy	+1	New	+$25	﹤0.01%	1112

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

Bay Harbor Wealth Management's YOU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Clear Secure (YOU) stake by 7.7% in Q2 2026, buying an estimated $55 and bringing the position to 14 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Bay Harbor Wealth Management first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Bay Harbor Wealth Management held 14 shares of Clear Secure worth $780 as of Q2 2026.
Bay Harbor Wealth Management bought 1 Clear Secure share in Q2 2026, an estimated $55.
Clear Secure made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #954 holding.
Bay Harbor Wealth Management first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.