Jones Financial Companies
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Jones Financial Companies’s Clear Secure YOU Stock Holding History

Jones Financial Companies’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
Q2 		$151K Buy
2,743
+1,014
+59% +$55.4K ﹤0.01% 2695
2026
Q1 		$82K Sell
1,729
-32
-2% -$1.27K ﹤0.01% 2746
2025
Q4 		$61.8K Buy
1,761
+257
+17% +$8.75K ﹤0.01% 2427
2025
Q3 		$55.1K Buy
1,504
+187
+14% +$6.2K ﹤0.01% 2336
2025
Q2 		$36.4K Buy
1,317
+519
+65% +$13.2K ﹤0.01% 2354
2025
Q1 		$21.2K Buy
798
+319
+67% +$7.93K ﹤0.01% 2412
2024
Q4 		$12.8K Buy
479
+379
+379% +$11.4K ﹤0.01% 2425
2024
Q3 		$3.26K Buy
+100
New +$2.58K ﹤0.01% 2556

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's YOU Position: Q2 2026 in Review

Jones Financial Companies increased its Clear Secure (YOU) stake by 59% in Q2 2026, buying an estimated $55.4K and bringing the position to 2,743 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Jones Financial Companies first reported a position in YOU in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Jones Financial Companies held 2,743 shares of Clear Secure worth $151K as of Q2 2026.
  • Jones Financial Companies bought 1,014 Clear Secure shares in Q2 2026, an estimated $55.4K.
  • Clear Secure made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2695 holding.
  • Jones Financial Companies first reported a position in Clear Secure in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.