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BFC Planning, Inc.’s C3.ai AI Stock Holding History

BFC Planning, Inc.’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 		$52.2K Sell
4,750
-700
-13% -$6.91K ﹤0.01% 1530
2026
Q2 		$49.5K Buy
5,450
+850
+18% +$8.07K ﹤0.01% 1557
2026
Q1 		$38.7K Sell
4,600
-198
-4% -$2.12K ﹤0.01% 1440
2025
Q4 		$64.7K Sell
4,798
-1,261
-21% -$20.1K ﹤0.01% 1260
2025
Q3 		$105K Sell
6,059
-292
-5% -$6.1K 0.01% 908
2025
Q2 		$156K Buy
6,351
+234
+4% +$5.35K 0.01% 718
2025
Q1 		$129K Buy
6,117
+383
+7% +$10.9K 0.01% 772
2024
Q4 		$197K Buy
5,734
+36
+0.6% +$1.12K 0.02% 621
2024
Q3 		$138K Buy
+5,698
New +$145K 0.01% 755

Other funds holding AI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BFC Planning, Inc.'s AI Position: Q3 2026 in Review

BFC Planning, Inc. reduced its C3.ai (AI) stake by 13% in Q3 2026, selling an estimated $6.91K and leaving 4,750 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

BFC Planning, Inc. first reported a position in AI in Q3 2024 and has held it in 9 quarters since. The position peaked at $197K in Q4 2024. 256 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • BFC Planning, Inc. held 4,750 shares of C3.ai worth $52.2K as of Q3 2026.
  • BFC Planning, Inc. sold 700 C3.ai shares in Q3 2026, an estimated $6.91K.
  • C3.ai made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1530 holding.
  • BFC Planning, Inc. first reported a position in C3.ai in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s C3.ai position peaked at $197K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.