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Independent Financial Group’s C3.ai AI Stock Holding History

Independent Financial Group’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
2025
Q1 		– Sell
-7,765
Closed -$267K – 1178
2024
Q4 		$267K Buy
+7,765
New +$241K 0.01% 947
2023
Q2 		– Sell
-7,628
Closed -$256K – 878
2023
Q1 		$256K Buy
+7,628
New +$156K 0.02% 680

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's AI Position: Q1 2025 in Review

Independent Financial Group sold out of C3.ai (AI) in Q1 2025, closing a stake of 7,765 shares — an estimated $267K sold.

Independent Financial Group first reported a position in AI in Q1 2023 and held it in 2 quarters. The position peaked at $267K in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Independent Financial Group reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,765 C3.ai shares in Q1 2025, an estimated $267K.
  • Independent Financial Group first reported a position in C3.ai in Q1 2023 and held it in 2 quarters.
  • Independent Financial Group's C3.ai position peaked at $267K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.