Cornerstone Planning Group
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Cornerstone Planning Group’s Clear Secure YOU Stock Holding History

Cornerstone Planning Group’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 		– Sell
-605
Closed -$31.7K – 1762
2026
Q2 		$31.7K Sell
605
-11
-2% -$601 ﹤0.01% 525
2026
Q1 		$36.2K Sell
616
-52
-8% -$2.07K ﹤0.01% 489
2025
Q4 		$22.4K Hold
668
– – ﹤0.01% 559
2025
Q3 		$20.8K Buy
+668
New +$22.1K ﹤0.01% 568
2025
Q2 		– Sell
-186
Closed -$4.79K – 1705
2025
Q1 		$4.79K Buy
+186
New +$4.63K ﹤0.01% 746

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Cornerstone Planning Group's YOU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Clear Secure (YOU) in Q3 2026, closing a stake of 605 shares — an estimated $31.7K sold.

Cornerstone Planning Group first reported a position in YOU in Q1 2025 and held it in 5 quarters. The position peaked at $36.2K in Q1 2026. 76 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Clear Secure position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 605 Clear Secure shares in Q3 2026, an estimated $31.7K.
  • Cornerstone Planning Group first reported a position in Clear Secure in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Clear Secure position peaked at $36.2K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.