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USA FINANCIAL FORMULAS’s Clear Secure YOU Stock Holding History

USA FINANCIAL FORMULAS’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 		$49.8K Buy
+894
New +$48.9K 0.01% 281

Other funds holding YOU

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

USA FINANCIAL FORMULAS's YOU Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Clear Secure (YOU) in Q2 2026: 894 shares worth $49.8K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

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

  • USA FINANCIAL FORMULAS held 894 shares of Clear Secure worth $49.8K as of Q2 2026.
  • Clear Secure was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Clear Secure made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #281 holding.
  • 152 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.