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Farther Finance Advisors’s C3.ai AI Stock Holding History

Farther Finance Advisors’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
Q3 		$25.1K Sell
2,283
-1,898
-45% -$18.7K ﹤0.01% 3962
2026
Q2 		$38K Buy
4,181
+2,284
+120% +$21.7K ﹤0.01% 3472
2026
Q1 		$16.1K Sell
1,897
-244
-11% -$2.62K ﹤0.01% 3804
2025
Q4 		$28.9K Buy
2,141
+852
+66% +$13.6K ﹤0.01% 3183
2025
Q3 		$22.4K Sell
1,289
-282
-18% -$5.89K ﹤0.01% 2974
2025
Q2 		$38.6K Buy
1,571
+340
+28% +$7.77K ﹤0.01% 2263
2025
Q1 		$26.4K Sell
1,231
-150
-11% -$4.26K ﹤0.01% 2240
2024
Q4 		$47.5K Sell
1,381
-69
-5% -$2.14K ﹤0.01% 1686
2024
Q3 		$35.1K Sell
1,450
-37
-2% -$940 ﹤0.01% 1826
2024
Q2 		$42.5K Sell
1,487
-694
-32% -$17.8K ﹤0.01% 1488
2024
Q1 		$57.6K Buy
2,181
+395
+22% +$11.1K ﹤0.01% 1135
2023
Q4 		$51.3K Buy
1,786
+1,326
+288% +$36.5K ﹤0.01% 1026
2023
Q3 		$11.7K Sell
460
-279
-38% -$9.31K ﹤0.01% 1238
2023
Q2 		$26.9K Buy
739
+730
+8,111% +$20.6K 0.01% 899
2023
Q1 		$302 Buy
+9
New +$184 ﹤0.01% 2122

Other funds holding AI

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's AI Position: Q3 2026 in Review

Farther Finance Advisors reduced its C3.ai (AI) stake by 45% in Q3 2026, selling an estimated $18.7K and leaving 2,283 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Farther Finance Advisors first reported a position in AI in Q1 2023 and has held it in 15 quarters since. The position peaked at $57.6K in Q1 2024. 9 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Farther Finance Advisors held 2,283 shares of C3.ai worth $25.1K as of Q3 2026.
  • Farther Finance Advisors sold 1,898 C3.ai shares in Q3 2026, an estimated $18.7K.
  • C3.ai made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3962 holding.
  • Farther Finance Advisors first reported a position in C3.ai in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's C3.ai position peaked at $57.6K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.