Corient Private Wealth
AIXI

Corient Private Wealth’s Xiao-I AIXI Stock Holding History

Corient Private Wealth’s Portfolio AIXI Stock Details AIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-286
Closed -$4.7K – 3047
2026
Q1 		$4.7K Buy
286
+143
+100% +$4.94K ﹤0.01% 2809
2025
Q4 		$8.2K Buy
+143
New +$17.3K ﹤0.01% 2635

Other funds holding AIXI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Corient Private Wealth's AIXI Position: Q2 2026 in Review

Corient Private Wealth sold out of Xiao-I (AIXI) in Q2 2026, closing a stake of 286 shares — an estimated $4.7K sold.

Corient Private Wealth first reported a position in AIXI in Q4 2025 and held it in 2 quarters. The position peaked at $8.2K in Q4 2025. 7 funds tracked by Wall St. Rank hold AIXI as of Q2 2026.

  • Corient Private Wealth reported no remaining Xiao-I position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 286 Xiao-I shares in Q2 2026, an estimated $4.7K.
  • Corient Private Wealth first reported a position in Xiao-I in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's Xiao-I position peaked at $8.2K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Xiao-I as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.