IFS Advisors
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IFS Advisors’s C3.ai AI Stock Holding History

IFS 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 		$549 Hold
50
– – ﹤0.01% 447
2026
Q2 		$454 Hold
50
– – ﹤0.01% 209
2026
Q1 		$421 Hold
50
– – ﹤0.01% 204
2025
Q4 		$674 Hold
50
– – ﹤0.01% 177
2025
Q3 		$867 Hold
50
– – ﹤0.01% 161
2025
Q2 		$1.23K Hold
50
– – ﹤0.01% 149
2025
Q1 		$1.05K Hold
50
– – ﹤0.01% 177
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 152
2024
Q3 		$1.21K Hold
50
– – ﹤0.01% 131
2024
Q2 		$1.45K Hold
50
– – ﹤0.01% 124
2024
Q1 		$1.35K Hold
50
– – ﹤0.01% 125
2023
Q4 		$1.44K Buy
+50
New +$1.38K ﹤0.01% 120

Other funds holding AI

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

IFS Advisors's AI Position: Q3 2026 in Review

IFS Advisors held its C3.ai (AI) position steady in Q3 2026 at 50 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #447.

IFS Advisors first reported a position in AI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.72K in Q4 2024. 50 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • IFS Advisors held 50 shares of C3.ai worth $549 as of Q3 2026.
  • IFS Advisors left its C3.ai share count unchanged in Q3 2026.
  • C3.ai made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #447 holding.
  • IFS Advisors first reported a position in C3.ai in Q4 2023 and has held it in 12 quarters since.
  • IFS Advisors's C3.ai position peaked at $1.72K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.