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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
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

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

Richardson Financial Services's YOU Position: Q1 2026 in Review

Richardson Financial Services increased its Clear Secure (YOU) stake by 27% in Q1 2026, buying an estimated $8.2K and bringing the position to 957 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #306.

Richardson Financial Services first reported a position in YOU in Q1 2025 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • Richardson Financial Services held 957 shares of Clear Secure worth $46.3K as of Q1 2026.
  • Richardson Financial Services bought 206 Clear Secure shares in Q1 2026, an estimated $8.2K.
  • Clear Secure made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #306 holding.
  • Richardson Financial Services first reported a position in Clear Secure in Q1 2025 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.