Cetera Investment Advisers
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Cetera Investment Advisers’s C3.ai AI Stock Holding History

Cetera Investment Advisers’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 		$469K Sell
51,551
-33,564
-39% -$319K ﹤0.01% 3763
2026
Q1 		$717K Sell
85,115
-10,144
-11% -$109K ﹤0.01% 3199
2025
Q4 		$1.28M Sell
95,259
-12,756
-12% -$203K ﹤0.01% 2617
2025
Q3 		$1.87M Buy
108,015
+27,450
+34% +$573K ﹤0.01% 2233
2025
Q2 		$1.98M Buy
80,565
+14,250
+21% +$326K ﹤0.01% 1851
2025
Q1 		$1.4M Buy
66,315
+5,412
+9% +$154K ﹤0.01% 2002
2024
Q4 		$2.1M Sell
60,903
-4,226
-6% -$131K ﹤0.01% 1612
2024
Q3 		$1.58M Buy
65,129
+7,788
+14% +$198K ﹤0.01% 1788
2024
Q2 		$1.66M Buy
57,341
+8,094
+16% +$208K ﹤0.01% 1710
2024
Q1 		$1.33M Buy
49,247
+34,915
+244% +$980K ﹤0.01% 1854
2023
Q4 		$411K Buy
14,332
+1,674
+13% +$46.1K ﹤0.01% 1594
2023
Q3 		$323K Sell
12,658
-2,219
-15% -$74.1K ﹤0.01% 1669
2023
Q2 		$542K Buy
14,877
+2,984
+25% +$84.1K ﹤0.01% 1409
2023
Q1 		$397K Buy
+11,893
New +$244K ﹤0.01% 1554

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cetera Investment Advisers's AI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its C3.ai (AI) stake by 39% in Q2 2026, selling an estimated $319K and leaving 51,551 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #3763.

Cetera Investment Advisers first reported a position in AI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.1M in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Cetera Investment Advisers held 51,551 shares of C3.ai worth $469K as of Q2 2026.
  • Cetera Investment Advisers sold 33,564 C3.ai shares in Q2 2026, an estimated $319K.
  • C3.ai made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3763 holding.
  • Cetera Investment Advisers first reported a position in C3.ai in Q1 2023 and has held it in 14 quarters since.
  • Cetera Investment Advisers's C3.ai position peaked at $2.1M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.