Vest Financial’s Clear Secure YOU Stock Holding History

Vest Financial’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	$9.9M	Sell	177,664 -25,378	-12%	-$1.39M	0.1%	162
2026 Q1	$9.83M	Sell	203,042 -3,978	-2%	-$158K	0.12%	153
2025 Q4	$7.26M	Buy	207,020 +10,353	+5%	+$353K	0.09%	156
2025 Q3	$6.56M	Buy	196,667 +29,527	+18%	+$979K	0.09%	156
2025 Q2	$4.64M	Buy	167,140 +68,585	+70%	+$1.75M	0.07%	165
2025 Q1	$2.55M	Buy	+98,555	New	+$2.45M	0.04%	214

Other funds holding YOU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vest Financial's YOU Position: Q2 2026 in Review

Vest Financial reduced its Clear Secure (YOU) stake by 12% in Q2 2026, selling an estimated $1.39M and leaving 177,664 shares worth $9.9M. The position accounts for 0.1% of the portfolio, ranked #162.

Vest Financial first reported a position in YOU in Q1 2025 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

Vest Financial held 177,664 shares of Clear Secure worth $9.9M as of Q2 2026.
Vest Financial sold 25,378 Clear Secure shares in Q2 2026, an estimated $1.39M.
Clear Secure made up 0.1% of Vest Financial's portfolio in Q2 2026, its #162 holding.
Vest Financial first reported a position in Clear Secure in Q1 2025 and has held it in 6 quarters since.
452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.