CAPTRUST Financial Advisors’s Clear Secure YOU Stock Holding History

CAPTRUST Financial Advisors’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	$363K	Buy	6,522 +835	+15%	+$45.7K	﹤0.01%	2427
2026 Q1	$275K	Buy	+5,687	New	+$226K	﹤0.01%	2448
2023 Q4	–	Sell	-12,479	Closed	-$238K	–	2814
2023 Q3	$238K	Buy	12,479 +1,774	+17%	+$39.3K	﹤0.01%	2173
2023 Q2	$248K	Buy	+10,705	New	+$265K	﹤0.01%	2115
2022 Q3	–	Sell	-2,000	Closed	-$40K	–	4120
2022 Q2	$40K	Hold	2,000	–	–	﹤0.01%	2930
2022 Q1	$54K	Hold	2,000	–	–	﹤0.01%	2736
2021 Q4	$63K	Sell	2,000 -400	-17%	-$14.8K	﹤0.01%	2503
2021 Q3	$99K	Buy	+2,400	New	+$112K	﹤0.01%	2091

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

CAPTRUST Financial Advisors's YOU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Clear Secure (YOU) stake by 15% in Q2 2026, buying an estimated $45.7K and bringing the position to 6,522 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

CAPTRUST Financial Advisors first reported a position in YOU in Q3 2021 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

CAPTRUST Financial Advisors held 6,522 shares of Clear Secure worth $363K as of Q2 2026.
CAPTRUST Financial Advisors bought 835 Clear Secure shares in Q2 2026, an estimated $45.7K.
Clear Secure made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2427 holding.
CAPTRUST Financial Advisors first reported a position in Clear Secure in Q3 2021 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.