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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Creative Financial Designs's AI Position: Q1 2026 in Review

Creative Financial Designs held its C3.ai (AI) position steady in Q1 2026 at 505 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Creative Financial Designs first reported a position in AI in Q1 2021 and has held it in 17 quarters since. The position peaked at $177K in Q3 2021. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Creative Financial Designs held 505 shares of C3.ai worth $4.25K as of Q1 2026.
Creative Financial Designs left its C3.ai share count unchanged in Q1 2026.
C3.ai made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1616 holding.
Creative Financial Designs first reported a position in C3.ai in Q1 2021 and has held it in 17 quarters since.
Creative Financial Designs's C3.ai position peaked at $177K in Q3 2021.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.