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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

IFS Advisors's AI Position: Q1 2026 in Review

IFS Advisors held its C3.ai (AI) position steady in Q1 2026 at 50 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #204.

IFS Advisors first reported a position in AI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72K in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • IFS Advisors held 50 shares of C3.ai worth $421 as of Q1 2026.
  • IFS Advisors left its C3.ai share count unchanged in Q1 2026.
  • C3.ai made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #204 holding.
  • IFS Advisors first reported a position in C3.ai in Q4 2023 and has held it in 10 quarters since.
  • IFS Advisors's C3.ai position peaked at $1.72K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.