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Clayton Financial Group’s Stereotaxis STXS Stock Holding History

Clayton Financial Group’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,700
Closed -$4.97K – 498
2026
Q1 		$4.97K Buy
+2,700
New +$5.92K ﹤0.01% 318

Other funds holding STXS

AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Clayton Financial Group's STXS Position: Q2 2026 in Review

Clayton Financial Group sold out of Stereotaxis (STXS) in Q2 2026, closing a stake of 2,700 shares — an estimated $4.97K sold.

Clayton Financial Group first reported a position in STXS in Q1 2026 and held it in 1 quarter. The position peaked at $4.97K in Q1 2026. 25 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Clayton Financial Group reported no remaining Stereotaxis position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 2,700 Stereotaxis shares in Q2 2026, an estimated $4.97K.
  • Clayton Financial Group first reported a position in Stereotaxis in Q1 2026 and held it in 1 quarter.
  • Clayton Financial Group's Stereotaxis position peaked at $4.97K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.