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 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Merit Financial Group's YOU Position: Q2 2026 in Review

Merit Financial Group increased its Clear Secure (YOU) stake by 7.1% in Q2 2026, buying an estimated $36K and bringing the position to 9,974 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Merit Financial Group first reported a position in YOU in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Merit Financial Group held 9,974 shares of Clear Secure worth $556K as of Q2 2026.
Merit Financial Group bought 659 Clear Secure shares in Q2 2026, an estimated $36K.
Clear Secure made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1444 holding.
Merit Financial Group first reported a position in Clear Secure in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.