Natixis Advisors
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Natixis Advisors’s Clear Secure YOU Stock Holding History

Natixis 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
Q1 		$800K Buy
16,516
+2,547
+18% +$101K ﹤0.01% 1425
2025
Q4 		$490K Buy
13,969
+2,234
+19% +$76.1K ﹤0.01% 1449
2025
Q3 		$392K Buy
+11,735
New +$389K ﹤0.01% 1548
2023
Q1 		– Sell
-13,784
Closed -$378K – 1512
2022
Q4 		$378K Buy
+13,784
New +$380K ﹤0.01% 1356

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return