Toth Financial Advisory
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Toth Financial Advisory’s Clear Secure YOU Stock Holding History

Toth Financial Advisory’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 		– Sell
-4,400
Closed -$245K – 1110
2026
Q2 		$245K Buy
+4,400
New +$241K 0.02% 217

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Toth Financial Advisory's YOU Position: Q3 2026 in Review

Toth Financial Advisory sold out of Clear Secure (YOU) in Q3 2026, closing a stake of 4,400 shares — an estimated $245K sold.

Toth Financial Advisory first reported a position in YOU in Q2 2026 and held it in 1 quarter. The position peaked at $245K in Q2 2026. 76 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Toth Financial Advisory reported no remaining Clear Secure position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 4,400 Clear Secure shares in Q3 2026, an estimated $245K.
  • Toth Financial Advisory first reported a position in Clear Secure in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's Clear Secure position peaked at $245K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.