Root Financial Partners’s ClearPoint Neuro CLPT Stock Holding History

Root Financial Partners’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	$110	Buy	+9	New	+$135	﹤0.01%	3631

Other funds holding CLPT

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Root Financial Partners's CLPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in ClearPoint Neuro (CLPT) in Q3 2026: 9 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #3631 among its holdings.

10 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

Root Financial Partners held 9 shares of ClearPoint Neuro worth $110 as of Q3 2026.
ClearPoint Neuro was a new Root Financial Partners position in Q3 2026.
ClearPoint Neuro made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3631 holding.
10 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.