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Advisornet Financial’s C3.ai AI Stock Holding History

Advisornet Financial’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-600
Closed -$18K – 1980
2021
Q4 		$18K Hold
600
– – ﹤0.01% 1309
2021
Q3 		$28K Hold
600
– – ﹤0.01% 1155
2021
Q2 		$38K Buy
+600
New +$37.3K ﹤0.01% 1063

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Advisornet Financial's AI Position: Q2 2026 in Review

Advisornet Financial held its C3.ai (AI) position steady in Q2 2026 at 4,000 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Advisornet Financial first reported a position in AI in Q1 2021 and has held it in 7 quarters since. The position peaked at $141K in Q2 2021. 128 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Advisornet Financial held 4,000 shares of C3.ai worth $36.4K as of Q2 2026.
  • Advisornet Financial left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1221 holding.
  • Advisornet Financial first reported a position in C3.ai in Q1 2021 and has held it in 7 quarters since.
  • Advisornet Financial's C3.ai position peaked at $141K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.