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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DCP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vest Financial's YOU Position: Q1 2026 in Review

Vest Financial reduced its Clear Secure (YOU) stake by 1.9% in Q1 2026, selling an estimated $158K and leaving 203,042 shares worth $9.83M. The position accounts for 0.12% of the portfolio, ranked #153.

Vest Financial first reported a position in YOU in Q1 2025 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

Vest Financial held 203,042 shares of Clear Secure worth $9.83M as of Q1 2026.
Vest Financial sold 3,978 Clear Secure shares in Q1 2026, an estimated $158K.
Clear Secure made up 0.12% of Vest Financial's portfolio in Q1 2026, its #153 holding.
Vest Financial first reported a position in Clear Secure in Q1 2025 and has held it in 5 quarters since.
420 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.