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Farther Finance Advisors’s ClearPoint Neuro CLPT Stock Holding History

Farther Finance Advisors’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 		$303 Hold
17
– – ﹤0.01% 5634
2026
Q1 		$155 Sell
17
-152
-90% -$1.92K ﹤0.01% 5461
2025
Q4 		$2.31K Sell
169
-70
-29% -$1.3K ﹤0.01% 4640
2025
Q3 		$5.21K Buy
239
+237
+11,850% +$2.79K ﹤0.01% 3750
2025
Q2 		$24 Hold
2
– – ﹤0.01% 4422
2025
Q1 		$26 Hold
2
– – ﹤0.01% 4176
2024
Q4 		$31 Hold
2
– – ﹤0.01% 3909
2024
Q3 		$22 Hold
2
– – ﹤0.01% 3918
2024
Q2 		$11 Hold
2
– – ﹤0.01% 3779
2024
Q1 		$13 Hold
2
– – ﹤0.01% 3554
2023
Q4 		$14 Buy
+2
New +$11 ﹤0.01% 3484

Other funds holding CLPT

CA
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
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Farther Finance Advisors's CLPT Position: Q2 2026 in Review

Farther Finance Advisors held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 17 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #5634.

Farther Finance Advisors first reported a position in CLPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.21K in Q3 2025. 9 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Farther Finance Advisors held 17 shares of ClearPoint Neuro worth $303 as of Q2 2026.
  • Farther Finance Advisors left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5634 holding.
  • Farther Finance Advisors first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's ClearPoint Neuro position peaked at $5.21K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.