Root Financial Partners
YOU icon

Root Financial Partners’s Clear Secure YOU Stock Holding History

Root Financial Partners’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 		$17.7K Buy
+422
New +$20.2K ﹤0.01% 1615
2026
Q2 		– Sell
-434
Closed -$21K – 3244
2026
Q1 		$21K Buy
434
+228
+111% +$9.08K ﹤0.01% 1304
2025
Q4 		$7.23K Buy
206
+50
+32% +$1.7K ﹤0.01% 1634
2025
Q3 		$5.21K Buy
+156
New +$5.17K ﹤0.01% 1709

Other funds holding YOU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Root Financial Partners's YOU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Clear Secure (YOU) in Q3 2026: 422 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in YOU as recently as Q1 2026.

Root Financial Partners first reported a position in YOU in Q3 2025 and has held it in 4 quarters since. The position peaked at $21K in Q1 2026. 355 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Root Financial Partners held 422 shares of Clear Secure worth $17.7K as of Q3 2026.
  • Clear Secure was a new Root Financial Partners position in Q3 2026.
  • Clear Secure made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1615 holding.
  • Root Financial Partners first reported a position in Clear Secure in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Clear Secure position peaked at $21K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.