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COMPASS FINANCIAL MANAGEMENT LLC’s ClearPoint Neuro CLPT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$5.27M Buy
+295,680
New +$3.69M 0.64% 34

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
FCM
FirstWave Capital Management Miami, Florida $227M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CLPT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 295,680 shares worth $5.27M. The stake represents 0.64% of the portfolio and ranks #34 among its holdings.

69 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 295,680 shares of ClearPoint Neuro worth $5.27M as of Q2 2026.
  • ClearPoint Neuro was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • ClearPoint Neuro made up 0.64% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #34 holding.
  • 69 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.