Dunhill Financial’s ClearPoint Neuro CLPT Stock Holding History

Dunhill Financial’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 Q1	$13.7K	Hold	1,500	–	–	﹤0.01%	488
2025 Q4	$20.5K	Hold	1,500	–	–	0.01%	388
2025 Q3	$32.7K	Hold	1,500	–	–	0.01%	306
2025 Q2	$17.9K	Hold	1,500	–	–	0.01%	351
2025 Q1	$17.8K	Hold	1,500	–	–	0.01%	311
2024 Q4	$23.1K	Hold	1,500	–	–	0.01%	264
2024 Q3	$16.8K	Buy	+1,500	New	+$14.4K	0.01%	295

Other funds holding CLPT

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

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dunhill Financial's CLPT Position: Q1 2026 in Review

Dunhill Financial held its ClearPoint Neuro (CLPT) position steady in Q1 2026 at 1,500 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Dunhill Financial first reported a position in CLPT in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.7K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Dunhill Financial held 1,500 shares of ClearPoint Neuro worth $13.7K as of Q1 2026.
Dunhill Financial left its ClearPoint Neuro share count unchanged in Q1 2026.
ClearPoint Neuro made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #488 holding.
Dunhill Financial first reported a position in ClearPoint Neuro in Q3 2024 and has held it in 7 quarters since.
Dunhill Financial's ClearPoint Neuro position peaked at $32.7K in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.