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BOLTON SECURITIES CORPORATION’s ClearPoint Neuro CLPT Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q3 		$9.6K Buy
+440
New +$5.18K ﹤0.01% 1560
2025
Q1 		$3.21K Buy
+270
New +$4.2K ﹤0.01% 1655

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Lane Generational
Lane Generational Dover, Massachusetts $111M AUM 16.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Boone Capital Management
Boone Capital Management Atlanta, Georgia $428M AUM 136.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CLPT Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in ClearPoint Neuro (CLPT) in Q3 2025: 440 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CLPT as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in CLPT in Q1 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold CLPT as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 440 shares of ClearPoint Neuro worth $9.6K as of Q3 2025.
  • ClearPoint Neuro was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • ClearPoint Neuro made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1560 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in ClearPoint Neuro in Q1 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.