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Global Financial Private Client’s Clear Secure YOU Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$104 – 1641
2025
Q1 		$104 Buy
4
+2
+100% +$50 ﹤0.01% 1600
2024
Q4 		$53 Buy
+2
New +$60 ﹤0.01% 1581

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Global Financial Private Client's YOU Position: Q2 2025 in Review

Global Financial Private Client sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 4 shares — an estimated $104 sold.

Global Financial Private Client first reported a position in YOU in Q4 2024 and held it in 2 quarters. The position peaked at $104 in Q1 2025. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

  • Global Financial Private Client reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Clear Secure shares in Q2 2025, an estimated $104.
  • Global Financial Private Client first reported a position in Clear Secure in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Clear Secure position peaked at $104 in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.