BFS
CHAI

Burkett Financial Services’s Core AI Holdings Inc CHAI Stock Holding History

Burkett Financial Services’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
-510
Closed -$515 – 278
2026
Q1 		$515 Buy
+510
New +$886 ﹤0.01% 239

Other funds holding CHAI

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
VF
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Burkett Financial Services's CHAI Position: Q2 2026 in Review

Burkett Financial Services sold out of Core AI Holdings Inc (CHAI) in Q2 2026, closing a stake of 510 shares — an estimated $515 sold.

Burkett Financial Services first reported a position in CHAI in Q1 2026 and held it in 1 quarter. The position peaked at $515 in Q1 2026. 13 funds tracked by Wall St. Rank hold CHAI as of Q2 2026.

  • Burkett Financial Services reported no remaining Core AI Holdings Inc position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 510 Core AI Holdings Inc shares in Q2 2026, an estimated $515.
  • Burkett Financial Services first reported a position in Core AI Holdings Inc in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's Core AI Holdings Inc position peaked at $515 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.