Bear Mountain Capital’s C3.ai AI Stock Holding History

Bear Mountain Capital’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	$1.38K	Buy	151 +19	+14%	+$180	﹤0.01%	131
2026 Q1	$1.24K	Buy	132 +15	+13%	+$161	﹤0.01%	137
2025 Q4	$1.58K	Buy	117 +10	+9%	+$160	﹤0.01%	134
2025 Q3	$1.94K	Buy	107 +10	+10%	+$209	﹤0.01%	143
2025 Q2	$2.79K	Buy	97 +1	+1%	+$23	﹤0.01%	129
2025 Q1	$2.17K	Hold	96	–	–	﹤0.01%	142
2024 Q4	$3.27K	Hold	96	–	–	﹤0.01%	115
2024 Q3	$2.52K	Buy	+96	New	+$2.44K	﹤0.01%	122

Other funds holding AI

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Bear Mountain Capital's AI Position: Q2 2026 in Review

Bear Mountain Capital increased its C3.ai (AI) stake by 14% in Q2 2026, buying an estimated $180 and bringing the position to 151 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Bear Mountain Capital first reported a position in AI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.27K in Q4 2024. 71 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Bear Mountain Capital held 151 shares of C3.ai worth $1.38K as of Q2 2026.
Bear Mountain Capital bought 19 C3.ai shares in Q2 2026, an estimated $180.
C3.ai made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #131 holding.
Bear Mountain Capital first reported a position in C3.ai in Q3 2024 and has held it in 8 quarters since.
Bear Mountain Capital's C3.ai position peaked at $3.27K in Q4 2024.
71 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.