Atria Investments
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Atria Investments’s C3.ai AI Stock Holding History

Atria Investments’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
2026
Q3 		$196K Buy
+17,879
New +$176K ﹤0.01% 2082

Other funds holding AI

SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Atria Investments's AI Position: Q3 2026 in Review

Atria Investments opened a new position in C3.ai (AI) in Q3 2026: 17,879 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings.

23 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Atria Investments held 17,879 shares of C3.ai worth $196K as of Q3 2026.
  • C3.ai was a new Atria Investments position in Q3 2026.
  • C3.ai made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2082 holding.
  • 23 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.