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Creative Financial Designs’s C3.ai AI Stock Holding History

Creative Financial Designs’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 		$4.59K Hold
505
– – ﹤0.01% 1724
2026
Q1 		$4.25K Hold
505
– – ﹤0.01% 1616
2025
Q4 		$6.81K Hold
505
– – ﹤0.01% 1435
2025
Q3 		$8.76K Hold
505
– – ﹤0.01% 1400
2025
Q2 		$12.4K Hold
505
– – ﹤0.01% 1277
2025
Q1 		$10.6K Buy
505
+435
+621% +$12.3K ﹤0.01% 1286
2024
Q4 		$2.41K Buy
70
+50
+250% +$1.55K ﹤0.01% 1559
2024
Q3 		$485 Hold
20
– – ﹤0.01% 1627
2024
Q2 		$579 Hold
20
– – ﹤0.01% 1574
2024
Q1 		$541 Hold
20
– – ﹤0.01% 1589
2023
Q4 		$574 Hold
20
– – ﹤0.01% 1532
2023
Q3 		$510 Hold
20
– – ﹤0.01% 1444
2023
Q2 		$729 Buy
+20
New +$563 ﹤0.01% 1397
2022
Q2 		– Sell
-3,859
Closed -$88K – 1231
2022
Q1 		$88K Buy
3,859
+414
+12% +$9.97K 0.01% 447
2021
Q4 		$108K Sell
3,445
-378
-10% -$15.3K 0.02% 427
2021
Q3 		$177K Buy
3,823
+1,433
+60% +$72.9K 0.03% 320
2021
Q2 		$149K Buy
2,390
+1,179
+97% +$73.3K 0.03% 357
2021
Q1 		$80K Buy
+1,211
New +$141K 0.02% 455

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 $3.38T AUM 44.17% 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

Creative Financial Designs's AI Position: Q2 2026 in Review

Creative Financial Designs held its C3.ai (AI) position steady in Q2 2026 at 505 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Creative Financial Designs first reported a position in AI in Q1 2021 and has held it in 18 quarters since. The position peaked at $177K in Q3 2021. 321 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Creative Financial Designs held 505 shares of C3.ai worth $4.59K as of Q2 2026.
  • Creative Financial Designs left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1724 holding.
  • Creative Financial Designs first reported a position in C3.ai in Q1 2021 and has held it in 18 quarters since.
  • Creative Financial Designs's C3.ai position peaked at $177K in Q3 2021.
  • 321 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.