Merit Financial Group
YOU icon

Merit Financial Group’s Clear Secure YOU Stock Holding History

Merit Financial 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 		$384K Sell
9,144
-830
-8% -$39.8K ﹤0.01% 1738
2026
Q2 		$556K Buy
9,974
+659
+7% +$36K ﹤0.01% 1444
2026
Q1 		$451K Buy
9,315
+1,068
+13% +$42.5K ﹤0.01% 1425
2025
Q4 		$289K Buy
8,247
+1,921
+30% +$65.4K ﹤0.01% 1577
2025
Q3 		$211K Buy
+6,326
New +$210K ﹤0.01% 1648

Other funds holding YOU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Merit Financial Group's YOU Position: Q3 2026 in Review

Merit Financial Group reduced its Clear Secure (YOU) stake by 8.3% in Q3 2026, selling an estimated $39.8K and leaving 9,144 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Merit Financial Group first reported a position in YOU in Q3 2025 and has held it in 5 quarters since. The position peaked at $556K in Q2 2026. 240 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Merit Financial Group held 9,144 shares of Clear Secure worth $384K as of Q3 2026.
  • Merit Financial Group sold 830 Clear Secure shares in Q3 2026, an estimated $39.8K.
  • Clear Secure made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1738 holding.
  • Merit Financial Group first reported a position in Clear Secure in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Clear Secure position peaked at $556K in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.