Janney Montgomery Scott
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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
Q2 		$148K Buy
16,239
+3,144
+24% +$29.9K ﹤0.01% 3037
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
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

Janney Montgomery Scott's AI Position: Q2 2026 in Review

Janney Montgomery Scott increased its C3.ai (AI) stake by 24% in Q2 2026, buying an estimated $29.9K and bringing the position to 16,239 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Janney Montgomery Scott first reported a position in AI in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.91M in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Janney Montgomery Scott held 16,239 shares of C3.ai worth $148K as of Q2 2026.
  • Janney Montgomery Scott bought 3,144 C3.ai shares in Q2 2026, an estimated $29.9K.
  • C3.ai made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3037 holding.
  • Janney Montgomery Scott first reported a position in C3.ai in Q1 2021 and has held it in 13 quarters since.
  • Janney Montgomery Scott's C3.ai position peaked at $1.91M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.