City State Bank’s ClearPoint Neuro CLPT Stock Holding History

City State Bank’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2K	Hold	850	–	–	﹤0.01%	498
2026 Q1	$7.74K	Hold	850	–	–	﹤0.01%	568
2025 Q4	$11.6K	Hold	850	–	–	﹤0.01%	520
2025 Q3	$18.5K	Hold	850	–	–	0.01%	456
2025 Q2	$10.1K	Hold	850	–	–	﹤0.01%	512
2025 Q1	$10.1K	Hold	850	–	–	﹤0.01%	507
2024 Q4	$13.1K	Hold	850	–	–	﹤0.01%	475
2024 Q3	$9.53K	Hold	850	–	–	﹤0.01%	502
2024 Q2	$4.58K	Hold	850	–	–	﹤0.01%	568
2024 Q1	$6K	Hold	850	–	–	﹤0.01%	543
2023 Q4	$6K	Hold	850	–	–	﹤0.01%	524
2023 Q3	$4K	Hold	850	–	–	﹤0.01%	567
2023 Q2	$6K	Buy	850 +350	+70%	+$2.98K	﹤0.01%	541
2023 Q1	$4K	Hold	500	–	–	﹤0.01%	571
2022 Q4	$4K	Hold	500	–	–	﹤0.01%	546
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	518
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	487
2022 Q1	$5K	Buy	500 +275	+122%	+$2.5K	﹤0.01%	550
2021 Q4	$3K	Buy	+225	New	+$3.37K	﹤0.01%	581

Other funds holding CLPT

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank's CLPT Position: Q2 2026 in Review

City State Bank held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 850 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

City State Bank first reported a position in CLPT in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5K in Q3 2025. 25 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

City State Bank held 850 shares of ClearPoint Neuro worth $15.2K as of Q2 2026.
City State Bank left its ClearPoint Neuro share count unchanged in Q2 2026.
ClearPoint Neuro made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #498 holding.
City State Bank first reported a position in ClearPoint Neuro in Q4 2021 and has held it in 19 quarters since.
City State Bank's ClearPoint Neuro position peaked at $18.5K in Q3 2025.
25 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.