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IFP Advisors’s C3.ai AI Stock Holding History

IFP 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
Q2 		$3.78K Sell
416
-66
-14% -$627 ﹤0.01% 3938
2026
Q1 		$4.06K Sell
482
-168
-26% -$1.8K ﹤0.01% 3644
2025
Q4 		$8.76K Sell
650
-2,443
-79% -$39K ﹤0.01% 3129
2025
Q3 		$53.6K Buy
3,093
+203
+7% +$4.24K ﹤0.01% 2041
2025
Q2 		$76.4K Sell
2,890
-2,178
-43% -$49.8K ﹤0.01% 1805
2025
Q1 		$107K Buy
5,068
+208
+4% +$5.9K ﹤0.01% 1492
2024
Q4 		$167K Buy
4,860
+2,604
+115% +$80.8K 0.01% 1213
2024
Q3 		$54.7K Sell
2,256
-215
-9% -$5.46K ﹤0.01% 1694
2024
Q2 		$71.6K Buy
2,471
+10
+0.4% +$257 ﹤0.01% 1508
2024
Q1 		$66.6K Sell
2,461
-550
-18% -$15.4K ﹤0.01% 1470
2023
Q4 		$86.4K Sell
3,011
-5
-0.2% -$138 ﹤0.01% 1310
2023
Q3 		$77K Buy
3,016
+145
+5% +$4.84K ﹤0.01% 1385
2023
Q2 		$105K Sell
2,871
-1,311
-31% -$36.9K ﹤0.01% 1299
2023
Q1 		$387K Buy
4,182
+2,920
+231% +$59.8K 0.02% 689
2022
Q4 		$118K Buy
1,262
+63
+5% +$789 ﹤0.01% 1657
2022
Q3 		$112K Buy
1,199
+345
+40% +$6.19K ﹤0.01% 1773
2022
Q2 		$80K Hold
854
– – ﹤0.01% 1831
2022
Q1 		$80K Buy
854
+577
+208% +$13.9K ﹤0.01% 1831
2021
Q4 		$9K Buy
277
+50
+22% +$2.02K ﹤0.01% 2259
2021
Q3 		$11K Buy
227
+100
+79% +$5.09K ﹤0.01% 2226
2021
Q2 		$8K Hold
127
– – ﹤0.01% 2276
2021
Q1 		$8K Buy
127
+117
+1,170% +$13.6K ﹤0.01% 2204
2020
Q4 		$1K Buy
+10
New +$1.34K ﹤0.01% 2719

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

IFP Advisors's AI Position: Q2 2026 in Review

IFP Advisors reduced its C3.ai (AI) stake by 14% in Q2 2026, selling an estimated $627 and leaving 416 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

IFP Advisors first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $387K in Q1 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • IFP Advisors held 416 shares of C3.ai worth $3.78K as of Q2 2026.
  • IFP Advisors sold 66 C3.ai shares in Q2 2026, an estimated $627.
  • C3.ai made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3938 holding.
  • IFP Advisors first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • IFP Advisors's C3.ai position peaked at $387K in Q1 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.