CIBC Private Wealth Group’s C3.ai AI Stock Holding History

CIBC Private Wealth Group’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 Q4	$14K	Sell	1,042 -23,565	-96%	-$376K	﹤0.01%	2295
2025 Q3	$427K	Buy	24,607 +4,446	+22%	+$92.8K	﹤0.01%	919
2025 Q2	$495K	Buy	20,161 +19,033	+1,687%	+$435K	﹤0.01%	839
2025 Q1	$20.6K	Sell	1,128 -1,000	-47%	-$28.4K	﹤0.01%	1979
2024 Q4	$70.9K	Buy	2,128 +560	+36%	+$17.4K	﹤0.01%	1547
2024 Q3	$38K	Buy	1,568 +198	+14%	+$5.03K	﹤0.01%	1875
2024 Q2	$41K	Sell	1,370 -785	-36%	-$20.2K	﹤0.01%	1752
2024 Q1	$56.9K	Buy	+2,155	New	+$60.5K	﹤0.01%	1617

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIBC Private Wealth Group's AI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its C3.ai (AI) stake by 96% in Q4 2025, selling an estimated $376K and leaving 1,042 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

CIBC Private Wealth Group first reported a position in AI in Q1 2024 and has held it in 8 quarters since. The position peaked at $495K in Q2 2025. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

CIBC Private Wealth Group held 1,042 shares of C3.ai worth $14K as of Q4 2025.
CIBC Private Wealth Group sold 23,565 C3.ai shares in Q4 2025, an estimated $376K.
C3.ai made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2295 holding.
CIBC Private Wealth Group first reported a position in C3.ai in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's C3.ai position peaked at $495K in Q2 2025.
342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.