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B. Riley Wealth Advisors’s C3.ai AI Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-3,760
Closed -$29.3K – 923
2026
Q1 		$29.3K Buy
+3,760
New +$40.3K ﹤0.01% 854
2025
Q3 		– Sell
-5,911
Closed -$145K – 1077
2025
Q2 		$145K Buy
+5,911
New +$135K 0.01% 928
2024
Q1 		– Sell
-35,248
Closed -$1.01M – 1448
2023
Q4 		$1.01M Buy
+35,248
New +$970K 0.03% 522
2023
Q3 		– Sell
-7,993
Closed -$291K – 1455
2023
Q2 		$291K Sell
7,993
-2,205
-22% -$62.1K 0.01% 1135
2023
Q1 		$342K Buy
+10,198
New +$209K 0.01% 1000

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

B. Riley Wealth Advisors's AI Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of C3.ai (AI) in Q2 2026, closing a stake of 3,760 shares — an estimated $29.3K sold.

B. Riley Wealth Advisors first reported a position in AI in Q1 2023 and held it in 5 quarters. The position peaked at $1.01M in Q4 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining C3.ai position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,760 C3.ai shares in Q2 2026, an estimated $29.3K.
  • B. Riley Wealth Advisors first reported a position in C3.ai in Q1 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's C3.ai position peaked at $1.01M in Q4 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.