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Ameritas Advisory Services’s C3.ai AI Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-253
Closed -$4.39K – 946
2025
Q3 		$4.39K Sell
253
-127
-33% -$2.65K ﹤0.01% 1857
2025
Q2 		$9.34K Buy
+380
New +$8.69K ﹤0.01% 2040
2023
Q2 		– Sell
-3,679
Closed -$117K – 596
2023
Q1 		$117K Buy
+3,679
New +$75.3K 0.01% 941

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameritas Advisory Services's AI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of C3.ai (AI) in Q4 2025, closing a stake of 253 shares — an estimated $4.39K sold.

Ameritas Advisory Services first reported a position in AI in Q1 2023 and held it in 3 quarters. The position peaked at $117K in Q1 2023. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 253 C3.ai shares in Q4 2025, an estimated $4.39K.
  • Ameritas Advisory Services first reported a position in C3.ai in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's C3.ai position peaked at $117K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.