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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
2025
Q3 		– Sell
-800
Closed -$19.7K – 1078
2025
Q2 		$19.7K Buy
+800
New +$18.3K ﹤0.01% 1016

Other funds holding AI

TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 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. 60 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.
  • 60 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.