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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Cetera Investment Advisers's AI Position: Q1 2026 in Review

Cetera Investment Advisers reduced its C3.ai (AI) stake by 11% in Q1 2026, selling an estimated $109K and leaving 85,115 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Cetera Investment Advisers first reported a position in AI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Cetera Investment Advisers held 85,115 shares of C3.ai worth $717K as of Q1 2026.
  • Cetera Investment Advisers sold 10,144 C3.ai shares in Q1 2026, an estimated $109K.
  • C3.ai made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3199 holding.
  • Cetera Investment Advisers first reported a position in C3.ai in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's C3.ai position peaked at $2.1M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.