Richardson Financial Services
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Richardson Financial Services’s Clear Secure YOU Stock Holding History

Richardson Financial 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
Q3 		$47.9K Buy
1,142
+102
+10% +$4.89K 0.03% 323
2026
Q2 		$58K Buy
1,040
+83
+9% +$4.54K 0.03% 295
2026
Q1 		$46.3K Buy
957
+206
+27% +$8.2K 0.03% 306
2025
Q4 		$26.3K Buy
751
+178
+31% +$6.06K 0.01% 373
2025
Q3 		$19.1K Buy
573
+265
+86% +$8.78K 0.01% 380
2025
Q2 		$8.62K Hold
308
– – 0.01% 431
2025
Q1 		$7.98K Buy
+308
New +$7.66K 0.01% 412

Other funds holding YOU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Richardson Financial Services's YOU Position: Q3 2026 in Review

Richardson Financial Services increased its Clear Secure (YOU) stake by 9.8% in Q3 2026, buying an estimated $4.89K and bringing the position to 1,142 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #323.

Richardson Financial Services first reported a position in YOU in Q1 2025 and has held it in 7 quarters since. The position peaked at $58K in Q2 2026. 192 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Richardson Financial Services held 1,142 shares of Clear Secure worth $47.9K as of Q3 2026.
  • Richardson Financial Services bought 102 Clear Secure shares in Q3 2026, an estimated $4.89K.
  • Clear Secure made up 0.03% of Richardson Financial Services's portfolio in Q3 2026, its #323 holding.
  • Richardson Financial Services first reported a position in Clear Secure in Q1 2025 and has held it in 7 quarters since.
  • Richardson Financial Services's Clear Secure position peaked at $58K in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.