SVB Wealth’s Clear Secure YOU Stock Holding History

SVB Wealth’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	-14	Closed	-$363	–	1659
2025 Q1	$363	Buy	+14	New	+$348	﹤0.01%	1425

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SVB Wealth's YOU Position: Q2 2025 in Review

SVB Wealth sold out of Clear Secure (YOU) in Q2 2025, closing a stake of 14 shares — an estimated $363 sold.

SVB Wealth first reported a position in YOU in Q1 2025 and held it in 1 quarter. The position peaked at $363 in Q1 2025. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

SVB Wealth reported no remaining Clear Secure position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 14 Clear Secure shares in Q2 2025, an estimated $363.
SVB Wealth first reported a position in Clear Secure in Q1 2025 and held it in 1 quarter.
SVB Wealth's Clear Secure position peaked at $363 in Q1 2025.
325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.