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Exencial Wealth Advisors’s Clear Secure YOU Stock Holding History

Exencial Wealth 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
Q1 		$323K Buy
+6,663
New +$265K 0.01% 465

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Exencial Wealth Advisors's YOU Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Clear Secure (YOU) in Q1 2026: 6,663 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings.

421 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Exencial Wealth Advisors held 6,663 shares of Clear Secure worth $323K as of Q1 2026.
  • Clear Secure was a new Exencial Wealth Advisors position in Q1 2026.
  • Clear Secure made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #465 holding.
  • 421 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.