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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
Q2 		– Sell
-434
Closed -$21K – 3244
2026
Q1 		$21K Buy
434
+228
+111% +$9.07K ﹤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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Root Financial Partners's YOU Position: Q2 2026 in Review

Root Financial Partners sold out of Clear Secure (YOU) in Q2 2026, closing a stake of 434 shares — an estimated $21K sold.

Root Financial Partners first reported a position in YOU in Q3 2025 and held it in 3 quarters. The position peaked at $21K in Q1 2026. 109 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Root Financial Partners reported no remaining Clear Secure position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 434 Clear Secure shares in Q2 2026, an estimated $21K.
  • Root Financial Partners first reported a position in Clear Secure in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Clear Secure position peaked at $21K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.