BOK Financial Private Wealth’s C3.ai AI Stock Holding History

BOK Financial Private 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
2025 Q2	–	Sell	-4	Closed	-$85	–	420
2025 Q1	$85	Hold	4	–	–	﹤0.01%	465
2024 Q4	$138	Hold	4	–	–	﹤0.01%	636
2024 Q3	$97	Hold	4	–	–	﹤0.01%	514
2024 Q2	$116	Hold	4	–	–	﹤0.01%	458
2024 Q1	$109	Hold	4	–	–	﹤0.01%	448
2023 Q4	$115	Hold	4	–	–	﹤0.01%	507
2023 Q3	$103	Hold	4	–	–	﹤0.01%	378
2023 Q2	$146	Hold	4	–	–	﹤0.01%	353
2023 Q1	$135	Hold	4	–	–	﹤0.01%	464
2022 Q4	$45	Hold	4	–	–	﹤0.01%	363
2022 Q3	$0	Hold	4	–	–	﹤0.01%	364
2022 Q2	$0	Buy	+4	New	+$74	﹤0.01%	372

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return