Basepoint Wealth’s C3.ai AI Stock Holding History

Basepoint Wealth’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	$7	Hold	1	–	–	﹤0.01%	630
2026 Q1	$6	Buy	+1	New	+$11	﹤0.01%	642
2025 Q4	–	Hold	0	–	–	–	599

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Basepoint Wealth's AI Position: Q2 2026 in Review

Basepoint Wealth held its C3.ai (AI) position steady in Q2 2026 at 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Basepoint Wealth first reported a position in AI in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Basepoint Wealth held 1 share of C3.ai worth $7 as of Q2 2026.
Basepoint Wealth left its C3.ai share count unchanged in Q2 2026.
C3.ai made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #630 holding.
Basepoint Wealth first reported a position in C3.ai in Q1 2026 and has held it in 2 quarters since.
320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.