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Transamerica Financial Advisors’s ClearPoint Neuro CLPT Stock Holding History

Transamerica Financial Advisors’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 		$214 Buy
12
+5
+71% +$62 ﹤0.01% 1862
2026
Q1 		$63 Buy
+7
New +$88 ﹤0.01% 1828

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State Street
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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

Transamerica Financial Advisors's CLPT Position: Q2 2026 in Review

Transamerica Financial Advisors increased its ClearPoint Neuro (CLPT) stake by 71% in Q2 2026, buying an estimated $62 and bringing the position to 12 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Transamerica Financial Advisors first reported a position in CLPT in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Transamerica Financial Advisors held 12 shares of ClearPoint Neuro worth $214 as of Q2 2026.
  • Transamerica Financial Advisors bought 5 ClearPoint Neuro shares in Q2 2026, an estimated $62.
  • ClearPoint Neuro made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1862 holding.
  • Transamerica Financial Advisors first reported a position in ClearPoint Neuro in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.