Compass Financial Management
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Compass Financial Management’s ClearPoint Neuro CLPT Stock Holding History

Compass Financial Management’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
Q3 		$3.09M Sell
253,170
-42,510
-14% -$638K 0.33% 75
2026
Q2 		$5.27M Buy
+295,680
New +$3.69M 0.64% 34

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Lane Generational
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Pekin Hardy Strauss
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CM
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Compass Financial Management's CLPT Position: Q3 2026 in Review

Compass Financial Management reduced its ClearPoint Neuro (CLPT) stake by 14% in Q3 2026, selling an estimated $638K and leaving 253,170 shares worth $3.09M. The position accounts for 0.33% of the portfolio, ranked #75.

Compass Financial Management first reported a position in CLPT in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.27M in Q2 2026. 71 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

  • Compass Financial Management held 253,170 shares of ClearPoint Neuro worth $3.09M as of Q3 2026.
  • Compass Financial Management sold 42,510 ClearPoint Neuro shares in Q3 2026, an estimated $638K.
  • ClearPoint Neuro made up 0.33% of Compass Financial Management's portfolio in Q3 2026, its #75 holding.
  • Compass Financial Management first reported a position in ClearPoint Neuro in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's ClearPoint Neuro position peaked at $5.27M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.