Raymond James Financial
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Raymond James Financial’s ClearPoint Neuro CLPT Stock Holding History

Raymond James 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 		$174K Buy
19,093
+360
+2% +$4.55K ﹤0.01% 4917
2025
Q4 		$256K Sell
18,733
-15
-0.1% -$278 ﹤0.01% 4665
2025
Q3 		$409K Buy
18,748
+12,047
+180% +$142K ﹤0.01% 4240
2025
Q2 		$80K Buy
+6,701
New +$84.3K ﹤0.01% 4980

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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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial's CLPT Position: Q1 2026 in Review

Raymond James Financial increased its ClearPoint Neuro (CLPT) stake by 1.9% in Q1 2026, buying an estimated $4.55K and bringing the position to 19,093 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #4917.

Raymond James Financial first reported a position in CLPT in Q2 2025 and has held it in 4 quarters since. The position peaked at $409K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • Raymond James Financial held 19,093 shares of ClearPoint Neuro worth $174K as of Q1 2026.
  • Raymond James Financial bought 360 ClearPoint Neuro shares in Q1 2026, an estimated $4.55K.
  • ClearPoint Neuro made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4917 holding.
  • Raymond James Financial first reported a position in ClearPoint Neuro in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's ClearPoint Neuro position peaked at $409K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.