Congress Asset Management’s Clear Secure YOU Stock Holding History

Congress Asset 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 Q3	$78.8M	Buy	+1,879,457	New	+$90.1M	0.51%	71

Other funds holding YOU

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Congress Asset Management's YOU Position: Q3 2026 in Review

Congress Asset Management opened a new position in Clear Secure (YOU) in Q3 2026: 1,879,457 shares worth $78.8M. The stake represents 0.51% of the portfolio and ranks #71 among its holdings.

15 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Congress Asset Management held 1,879,457 shares of Clear Secure worth $78.8M as of Q3 2026.
Clear Secure was a new Congress Asset Management position in Q3 2026.
Clear Secure made up 0.51% of Congress Asset Management's portfolio in Q3 2026, its #71 holding.
15 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.