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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BOK Financial Private Wealth's AI Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of C3.ai (AI) in Q2 2025, closing a stake of 4 shares — an estimated $85 sold.

BOK Financial Private Wealth first reported a position in AI in Q2 2022 and held it in 12 quarters. The position peaked at $146 in Q2 2023. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 4 C3.ai shares in Q2 2025, an estimated $85.
  • BOK Financial Private Wealth first reported a position in C3.ai in Q2 2022 and held it in 12 quarters.
  • BOK Financial Private Wealth's C3.ai position peaked at $146 in Q2 2023.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.