Janney Montgomery Scott’s C3.ai AI Stock Holding History

Janney Montgomery Scott’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	$110K	Sell	13,095 -7,151	-35%	-$76.7K	﹤0.01%	2697
2025 Q4	$273K	Sell	20,246 -1,024	-5%	-$16.3K	﹤0.01%	2616
2025 Q3	$369K	Sell	21,270 -25,772	-55%	-$538K	﹤0.01%	2354
2025 Q2	$1.16M	Sell	47,042 -8,038	-15%	-$184K	﹤0.01%	1503
2025 Q1	$1.16M	Sell	55,080 -259	-0.5%	-$7.35K	﹤0.01%	1446
2024 Q4	$1.91M	Buy	55,339 +22,949	+71%	+$712K	0.01%	1177
2024 Q3	$785K	Buy	+32,390	New	+$823K	﹤0.01%	1667
2024 Q2	–	Sell	-24,354	Closed	-$659K	–	2604
2024 Q1	$659K	Sell	24,354 -1,950	-7%	-$54.8K	﹤0.01%	1773
2023 Q4	$755K	Sell	26,304 -9,900	-27%	-$272K	﹤0.01%	1626
2023 Q3	$924K	Buy	36,204 +2,847	+9%	+$95K	﹤0.01%	1385
2023 Q2	$1.22M	Buy	+33,357	New	+$940K	﹤0.01%	1310
2021 Q2	–	Sell	-5,443	Closed	-$359K	–	2242
2021 Q1	$359K	Buy	+5,443	New	+$633K	﹤0.01%	1770

Other funds holding AI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Janney Montgomery Scott's AI Position: Q1 2026 in Review

Janney Montgomery Scott reduced its C3.ai (AI) stake by 35% in Q1 2026, selling an estimated $76.7K and leaving 13,095 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Janney Montgomery Scott first reported a position in AI in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.91M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Janney Montgomery Scott held 13,095 shares of C3.ai worth $110K as of Q1 2026.
Janney Montgomery Scott sold 7,151 C3.ai shares in Q1 2026, an estimated $76.7K.
C3.ai made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2697 holding.
Janney Montgomery Scott first reported a position in C3.ai in Q1 2021 and has held it in 12 quarters since.
Janney Montgomery Scott's C3.ai position peaked at $1.91M in Q4 2024.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.