SS
CLPT icon

SBI Securities’s ClearPoint Neuro CLPT Stock Holding History

SBI Securities’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 		$4.25K Sell
238
-47
-16% -$587 ﹤0.01% 2252
2026
Q1 		$2.59K Sell
285
-38
-12% -$480 ﹤0.01% 2325
2025
Q4 		$4.42K Sell
323
-74
-19% -$1.37K ﹤0.01% 2072
2025
Q3 		$8.65K Buy
397
+22
+6% +$259 ﹤0.01% 1831
2025
Q2 		$4.48K Buy
375
+344
+1,110% +$4.33K ﹤0.01% 2037
2025
Q1 		$369 Buy
31
+23
+288% +$358 ﹤0.01% 2992
2024
Q4 		$123 Buy
+8
New +$104 ﹤0.01% 3396

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

SBI Securities's CLPT Position: Q2 2026 in Review

SBI Securities reduced its ClearPoint Neuro (CLPT) stake by 16% in Q2 2026, selling an estimated $587 and leaving 238 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

SBI Securities first reported a position in CLPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.65K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • SBI Securities held 238 shares of ClearPoint Neuro worth $4.25K as of Q2 2026.
  • SBI Securities sold 47 ClearPoint Neuro shares in Q2 2026, an estimated $587.
  • ClearPoint Neuro made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2252 holding.
  • SBI Securities first reported a position in ClearPoint Neuro in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's ClearPoint Neuro position peaked at $8.65K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.