Bernard Wealth Management
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Bernard Wealth Management’s Core AI Holdings Inc CHAI Stock Holding History

Bernard Wealth Management’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$8 – 363
2026
Q1 		$8 Hold
7
– – ﹤0.01% 359
2025
Q4 		$12 Sell
7
-1
-13% -$4 ﹤0.01% 354
2025
Q3 		$70 Hold
8
– – ﹤0.01% 330
2025
Q2 		$89 Hold
8
– – ﹤0.01% 299
2025
Q1 		$65 Hold
8
– – ﹤0.01% 382
2024
Q4 		$183 Buy
+8
New +$305 ﹤0.01% 309

Other funds holding CHAI

Alyeska Investment Group
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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Bernard Wealth Management's CHAI Position: Q2 2026 in Review

Bernard Wealth Management sold out of Core AI Holdings Inc (CHAI) in Q2 2026, closing a stake of 7 shares — an estimated $8 sold.

Bernard Wealth Management first reported a position in CHAI in Q4 2024 and held it in 6 quarters. The position peaked at $183 in Q4 2024. 13 funds tracked by Wall St. Rank hold CHAI as of Q2 2026.

  • Bernard Wealth Management reported no remaining Core AI Holdings Inc position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 7 Core AI Holdings Inc shares in Q2 2026, an estimated $8.
  • Bernard Wealth Management first reported a position in Core AI Holdings Inc in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Core AI Holdings Inc position peaked at $183 in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.