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
Q2 		$399K Buy
22,365
+3,272
+17% +$40.9K ﹤0.01% 4663
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
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

Raymond James Financial's CLPT Position: Q2 2026 in Review

Raymond James Financial increased its ClearPoint Neuro (CLPT) stake by 17% in Q2 2026, buying an estimated $40.9K and bringing the position to 22,365 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Raymond James Financial first reported a position in CLPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Raymond James Financial held 22,365 shares of ClearPoint Neuro worth $399K as of Q2 2026.
  • Raymond James Financial bought 3,272 ClearPoint Neuro shares in Q2 2026, an estimated $40.9K.
  • ClearPoint Neuro made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4663 holding.
  • Raymond James Financial first reported a position in ClearPoint Neuro in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's ClearPoint Neuro position peaked at $409K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

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