BPI
CLPT icon

BFC Planning, Inc.’s ClearPoint Neuro CLPT Stock Holding History

BFC Planning, Inc.’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 		$44.8K Buy
2,512
+2,185
+668% +$27.3K ﹤0.01% 1611
2026
Q1 		$2.98K Hold
327
– – ﹤0.01% 2496
2025
Q4 		$4.47K Hold
327
– – ﹤0.01% 2389
2025
Q3 		$7.12K Hold
327
– – ﹤0.01% 2073
2025
Q2 		$3.9K Hold
327
– – ﹤0.01% 2140
2025
Q1 		$3.89K Sell
327
-113
-26% -$1.76K ﹤0.01% 2104
2024
Q4 		$6.77K Buy
+440
New +$5.7K ﹤0.01% 1917

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAK Capital One
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM

BFC Planning, Inc.'s CLPT Position: Q2 2026 in Review

BFC Planning, Inc. increased its ClearPoint Neuro (CLPT) stake by 668% in Q2 2026, buying an estimated $27.3K and bringing the position to 2,512 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

BFC Planning, Inc. first reported a position in CLPT in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • BFC Planning, Inc. held 2,512 shares of ClearPoint Neuro worth $44.8K as of Q2 2026.
  • BFC Planning, Inc. bought 2,185 ClearPoint Neuro shares in Q2 2026, an estimated $27.3K.
  • ClearPoint Neuro made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1611 holding.
  • BFC Planning, Inc. first reported a position in ClearPoint Neuro in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.