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Colonial Trust’s Clear Secure YOU Stock Holding History

Colonial Trust’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 		$47.3K Buy
849
+2
+0.2% +$109 0.01% 529
2026
Q1 		$41K Buy
847
+6
+0.7% +$239 0.01% 563
2025
Q4 		$29.5K Buy
841
+3
+0.4% +$102 ﹤0.01% 626
2025
Q3 		$28K Buy
838
+3
+0.4% +$99 ﹤0.01% 624
2025
Q2 		$23.2K Sell
835
-186
-18% -$4.74K ﹤0.01% 648
2025
Q1 		$26.5K Sell
1,021
-161
-14% -$4K ﹤0.01% 641
2024
Q4 		$31.5K Sell
1,182
-587
-33% -$17.7K ﹤0.01% 681
2024
Q3 		$58.6K Buy
+1,769
New +$45.6K 0.01% 530

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust's YOU Position: Q2 2026 in Review

Colonial Trust increased its Clear Secure (YOU) stake by 0.24% in Q2 2026, buying an estimated $109 and bringing the position to 849 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #529.

Colonial Trust first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. The position peaked at $58.6K in Q3 2024. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Colonial Trust held 849 shares of Clear Secure worth $47.3K as of Q2 2026.
  • Colonial Trust bought 2 Clear Secure shares in Q2 2026, an estimated $109.
  • Clear Secure made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #529 holding.
  • Colonial Trust first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Clear Secure position peaked at $58.6K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.