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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
Q1 		$6 Buy
+1
New +$11 ﹤0.01% 642
2025
Q4 		– Hold
0
– – – 599

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VCM
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Basepoint Wealth's AI Position: Q1 2026 in Review

Basepoint Wealth opened a new position in C3.ai (AI) in Q1 2026: 1 share worth $6. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Basepoint Wealth held 1 share of C3.ai worth $6 as of Q1 2026.
  • C3.ai was a new Basepoint Wealth position in Q1 2026.
  • C3.ai made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #642 holding.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.