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
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 		$1.01K 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 $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

Commonwealth Equity Services's AI Position: Q1 2026 in Review

Commonwealth Equity Services reduced its C3.ai (AI) stake by 26% in Q1 2026, selling an estimated $97.5K and leaving 25,902 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Commonwealth Equity Services first reported a position in AI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Commonwealth Equity Services held 25,902 shares of C3.ai worth $218K as of Q1 2026.
  • Commonwealth Equity Services sold 9,088 C3.ai shares in Q1 2026, an estimated $97.5K.
  • C3.ai made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3926 holding.
  • Commonwealth Equity Services first reported a position in C3.ai in Q4 2020 and has held it in 22 quarters since.
  • Commonwealth Equity Services's C3.ai position peaked at $1.72M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.