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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
Q2 		$212K Buy
3,798
+97
+3% +$5.3K 0.02% 499
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 $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

Pinnacle Wealth Planning Services's YOU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Clear Secure (YOU) stake by 2.6% in Q2 2026, buying an estimated $5.3K and bringing the position to 3,798 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #499.

Pinnacle Wealth Planning Services first reported a position in YOU in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,798 shares of Clear Secure worth $212K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 97 Clear Secure shares in Q2 2026, an estimated $5.3K.
  • Clear Secure made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #499 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clear Secure in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.