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Farther Finance Advisors’s Clear Secure YOU Stock Holding History

Farther Finance 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
Q3 		$134K Sell
3,183
-7,136
-69% -$342K ﹤0.01% 2621
2026
Q2 		$575K Buy
10,319
+6,743
+189% +$369K ﹤0.01% 1464
2026
Q1 		$176K Sell
3,576
-9,680
-73% -$385K ﹤0.01% 2105
2025
Q4 		$465K Buy
13,256
+12,526
+1,716% +$427K 0.01% 1353
2025
Q3 		$24.4K Buy
730
+640
+711% +$21.2K ﹤0.01% 2904
2025
Q2 		$2.5K Sell
90
-13
-13% -$331 ﹤0.01% 3625
2025
Q1 		$2.66K Buy
103
+83
+415% +$2.06K ﹤0.01% 3278
2024
Q4 		$533 Sell
20
-801
-98% -$24.2K ﹤0.01% 3432
2024
Q3 		$27.2K Hold
821
– – ﹤0.01% 1949
2024
Q2 		$15.3K Hold
821
– – ﹤0.01% 1884
2024
Q1 		$17.1K Sell
821
-801
-49% -$15.9K ﹤0.01% 1544
2023
Q4 		$33.5K Buy
1,622
+1,607
+10,713% +$31.2K ﹤0.01% 1169
2023
Q3 		$286 Hold
15
– – ﹤0.01% 2397
2023
Q2 		$348 Hold
15
– – ﹤0.01% 2248
2023
Q1 		$393 Hold
15
– – ﹤0.01% 2067
2022
Q4 		$411 Buy
+15
New +$413 ﹤0.01% 1872

Other funds holding YOU

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's YOU Position: Q3 2026 in Review

Farther Finance Advisors reduced its Clear Secure (YOU) stake by 69% in Q3 2026, selling an estimated $342K and leaving 3,183 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Farther Finance Advisors first reported a position in YOU in Q4 2022 and has held it in 16 quarters since. The position peaked at $575K in Q2 2026. 15 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Farther Finance Advisors held 3,183 shares of Clear Secure worth $134K as of Q3 2026.
  • Farther Finance Advisors sold 7,136 Clear Secure shares in Q3 2026, an estimated $342K.
  • Clear Secure made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2621 holding.
  • Farther Finance Advisors first reported a position in Clear Secure in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Clear Secure position peaked at $575K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.