RFG Advisory’s Clear Secure YOU Stock Holding History

RFG Advisory’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
2025 Q4	–	Sell	-21,651	Closed	-$723K	–	1044
2025 Q3	$723K	Buy	+21,651	New	+$718K	0.01%	561

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFG Advisory's YOU Position: Q4 2025 in Review

RFG Advisory sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 21,651 shares — an estimated $723K sold.

RFG Advisory first reported a position in YOU in Q3 2025 and held it in 1 quarter. The position peaked at $723K in Q3 2025. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

RFG Advisory reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
RFG Advisory sold 21,651 Clear Secure shares in Q4 2025, an estimated $723K.
RFG Advisory first reported a position in Clear Secure in Q3 2025 and held it in 1 quarter.
RFG Advisory's Clear Secure position peaked at $723K in Q3 2025.
388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.