FLFS
AI icon

Family Legacy Financial Solutions’s C3.ai AI Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-4,200
Closed -$72.8K – 57
2025
Q3 		$72.8K Hold
4,200
– – 0.06% 80
2025
Q2 		$103K Buy
+4,200
New +$96K 0.09% 69

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Family Legacy Financial Solutions's AI Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of C3.ai (AI) in Q4 2025, closing a stake of 4,200 shares — an estimated $72.8K sold.

Family Legacy Financial Solutions first reported a position in AI in Q2 2025 and held it in 2 quarters. The position peaked at $103K in Q2 2025. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 4,200 C3.ai shares in Q4 2025, an estimated $72.8K.
  • Family Legacy Financial Solutions first reported a position in C3.ai in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's C3.ai position peaked at $103K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.