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Stonebridge Financial Group (Pennsylvania)’s Clear Secure YOU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-700
Closed -$18.1K – 973
2025
Q1 		$18.1K Hold
700
– – ﹤0.01% 513
2024
Q4 		$18.6K Buy
+700
New +$21.1K ﹤0.01% 503

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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s YOU Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 700 shares — an estimated $18.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in YOU in Q4 2024 and held it in 2 quarters. The position peaked at $18.6K in Q4 2024. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 700 Clear Secure shares in Q2 2025, an estimated $18.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Clear Secure in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Clear Secure position peaked at $18.6K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.