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 Q2	$245K	Buy	+4,400	New	+$241K	0.02%	217

Other funds holding YOU

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Toth Financial Advisory's YOU Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Clear Secure (YOU) in Q2 2026: 4,400 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

55 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Toth Financial Advisory held 4,400 shares of Clear Secure worth $245K as of Q2 2026.
Clear Secure was a new Toth Financial Advisory position in Q2 2026.
Clear Secure made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #217 holding.
55 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.