Private Wealth Management Group’s Clear Secure YOU Stock Holding History

Private Wealth Management 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 Q3	$8.52K	Hold	203	–	–	﹤0.01%	678
2026 Q2	$11.3K	Hold	203	–	–	﹤0.01%	545
2026 Q1	$9.8K	Hold	203	–	–	﹤0.01%	524
2025 Q4	$7.12K	Hold	203	–	–	﹤0.01%	631
2025 Q3	$6.78K	Hold	203	–	–	﹤0.01%	669
2025 Q2	$5.64K	Hold	203	–	–	﹤0.01%	705
2025 Q1	$5.26K	Hold	203	–	–	﹤0.01%	710
2024 Q4	$5.41K	Hold	203	–	–	﹤0.01%	710
2024 Q3	$6.73K	Hold	203	–	–	﹤0.01%	603
2024 Q2	$3.8K	Sell	203 -41	-17%	-$742	﹤0.01%	819
2024 Q1	$5.19K	Hold	244	–	–	﹤0.01%	612
2023 Q4	$5.04K	Buy	+244	New	+$4.74K	﹤0.01%	625

Other funds holding YOU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Private Wealth Management Group's YOU Position: Q3 2026 in Review

Private Wealth Management Group held its Clear Secure (YOU) position steady in Q3 2026 at 203 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Private Wealth Management Group first reported a position in YOU in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3K in Q2 2026. 202 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

Private Wealth Management Group held 203 shares of Clear Secure worth $8.52K as of Q3 2026.
Private Wealth Management Group left its Clear Secure share count unchanged in Q3 2026.
Clear Secure made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #678 holding.
Private Wealth Management Group first reported a position in Clear Secure in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Clear Secure position peaked at $11.3K in Q2 2026.
202 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.