Commonwealth Equity Services
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Commonwealth Equity Services’s C3.ai AI Stock Holding History

Commonwealth Equity Services’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 		$255K Buy
28,078
+2,176
+8% +$20.7K ﹤0.01% 3919
2026
Q1 		$218K Sell
25,902
-9,088
-26% -$97.5K ﹤0.01% 3926
2025
Q4 		$472K Sell
34,990
-24,212
-41% -$386K ﹤0.01% 3215
2025
Q3 		$1.03M Buy
59,202
+2,126
+4% +$44.4K ﹤0.01% 2561
2025
Q2 		$1.4M Sell
57,076
-5,563
-9% -$127K ﹤0.01% 2291
2025
Q1 		$1.32M Buy
62,639
+12,748
+26% +$362K ﹤0.01% 2245
2024
Q4 		$1.72M Buy
49,891
+5,167
+12% +$160K ﹤0.01% 1980
2024
Q3 		$1.08M Sell
44,724
-12,621
-22% -$321K ﹤0.01% 2286
2024
Q2 		$1.66M Sell
57,345
-4,855
-8% -$125K ﹤0.01% 1915
2024
Q1 		$1.68M Buy
62,200
+9,912
+19% +$278K ﹤0.01% 1885
2023
Q4 		$1.5M Sell
52,288
-1,352
-3% -$37.2K ﹤0.01% 1881
2023
Q3 		$1.37M Buy
53,640
+9,712
+22% +$324K ﹤0.01% 1859
2023
Q2 		$1.6M Buy
43,928
+13,738
+46% +$387K ﹤0.01% 1772
2023
Q1 		$1.01M Buy
30,190
+4,235
+16% +$86.7K ﹤0.01% 2026
2022
Q4 		$290K Buy
25,955
+6,518
+34% +$81.6K ﹤0.01% 2887
2022
Q3 		$242K Sell
19,437
-7,648
-28% -$137K ﹤0.01% 2998
2022
Q2 		$494K Buy
27,085
+3,311
+14% +$60.9K ﹤0.01% 2406
2022
Q1 		$539K Sell
23,774
-2,781
-10% -$67K ﹤0.01% 2458
2021
Q4 		$829K Buy
26,555
+8,757
+49% +$355K ﹤0.01% 2126
2021
Q3 		$824K Sell
17,798
-3,542
-17% -$180K ﹤0.01% 2077
2021
Q2 		$1.33M Buy
21,340
+8,679
+69% +$539K ﹤0.01% 1704
2021
Q1 		$834K Buy
12,661
+10,494
+484% +$1.22M ﹤0.01% 1929
2020
Q4 		$300K Buy
+2,167
New +$291K ﹤0.01% 2577

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

Commonwealth Equity Services's AI Position: Q2 2026 in Review

Commonwealth Equity Services increased its C3.ai (AI) stake by 8.4% in Q2 2026, buying an estimated $20.7K and bringing the position to 28,078 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

Commonwealth Equity Services first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.72M in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Commonwealth Equity Services held 28,078 shares of C3.ai worth $255K as of Q2 2026.
  • Commonwealth Equity Services bought 2,176 C3.ai shares in Q2 2026, an estimated $20.7K.
  • C3.ai made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3919 holding.
  • Commonwealth Equity Services first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's C3.ai position peaked at $1.72M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.