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Pinnacle Wealth Planning Services’s Clear Secure YOU Stock Holding History

Pinnacle Wealth Planning Services’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 		$179K Buy
3,701
+1,241
+50% +$49.4K 0.02% 519
2025
Q4 		$86.3K Buy
+2,460
New +$83.8K 0.01% 859

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Pinnacle Wealth Planning Services's YOU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Clear Secure (YOU) stake by 50% in Q1 2026, buying an estimated $49.4K and bringing the position to 3,701 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #519.

Pinnacle Wealth Planning Services first reported a position in YOU in Q4 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,701 shares of Clear Secure worth $179K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,241 Clear Secure shares in Q1 2026, an estimated $49.4K.
  • Clear Secure made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #519 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clear Secure in Q4 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.