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

Financial Management Professionals’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 		$9.38K Hold
768
– – ﹤0.01% 597
2026
Q2 		$13.7K Hold
768
– – ﹤0.01% 531
2026
Q1 		$6.99K Hold
768
– – ﹤0.01% 587
2025
Q4 		$10.5K Sell
768
-524
-41% -$9.7K ﹤0.01% 527
2025
Q3 		$28.2K Buy
+1,292
New +$15.2K ﹤0.01% 326

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CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Financial Management Professionals held its ClearPoint Neuro (CLPT) position steady in Q3 2026 at 768 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Financial Management Professionals first reported a position in CLPT in Q3 2025 and has held it in 5 quarters since. The position peaked at $28.2K in Q3 2025. 13 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

  • Financial Management Professionals held 768 shares of ClearPoint Neuro worth $9.38K as of Q3 2026.
  • Financial Management Professionals left its ClearPoint Neuro share count unchanged in Q3 2026.
  • ClearPoint Neuro made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #597 holding.
  • Financial Management Professionals first reported a position in ClearPoint Neuro in Q3 2025 and has held it in 5 quarters since.
  • Financial Management Professionals's ClearPoint Neuro position peaked at $28.2K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.