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Personal CFO Solutions’s Clear Secure YOU Stock Holding History

Personal CFO Solutions’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 		$440K Buy
7,904
+56
+0.7% +$3.06K 0.06% 285
2026
Q1 		$380K Sell
7,848
-1,899
-19% -$75.6K 0.05% 310
2025
Q4 		$342K Sell
9,747
-617
-6% -$21K 0.05% 320
2025
Q3 		$346K Buy
10,364
+2
+0% +$66 0.06% 299
2025
Q2 		$288K Buy
10,362
+332
+3% +$8.46K 0.05% 343
2025
Q1 		$260K Buy
+10,030
New +$249K 0.05% 352

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

Personal CFO Solutions's YOU Position: Q2 2026 in Review

Personal CFO Solutions increased its Clear Secure (YOU) stake by 0.71% in Q2 2026, buying an estimated $3.06K and bringing the position to 7,904 shares worth $440K. The position accounts for 0.06% of the portfolio, ranked #285.

Personal CFO Solutions first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Personal CFO Solutions held 7,904 shares of Clear Secure worth $440K as of Q2 2026.
  • Personal CFO Solutions bought 56 Clear Secure shares in Q2 2026, an estimated $3.06K.
  • Clear Secure made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #285 holding.
  • Personal CFO Solutions first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.