Jones Financial Companies
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Jones Financial Companies’s ClearPoint Neuro CLPT Stock Holding History

Jones Financial Companies’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 		$5.54K Buy
300
+200
+200% +$2.5K ﹤0.01% 4050
2026
Q1 		$907 Buy
100
+50
+100% +$631 ﹤0.01% 4370
2025
Q4 		$684 Buy
+50
New +$927 ﹤0.01% 4101

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CFM
Compass Financial Management Tampa, Florida $829M AUM

Jones Financial Companies's CLPT Position: Q2 2026 in Review

Jones Financial Companies increased its ClearPoint Neuro (CLPT) stake by 200% in Q2 2026, buying an estimated $2.5K and bringing the position to 300 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Jones Financial Companies first reported a position in CLPT in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Jones Financial Companies held 300 shares of ClearPoint Neuro worth $5.54K as of Q2 2026.
  • Jones Financial Companies bought 200 ClearPoint Neuro shares in Q2 2026, an estimated $2.5K.
  • ClearPoint Neuro made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4050 holding.
  • Jones Financial Companies first reported a position in ClearPoint Neuro in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.