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JBR Co Financial Management’s C3.ai AI Stock Holding History

JBR Co Financial Management’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
Q3 		– Sell
-10,605
Closed -$261K – 117
2025
Q2 		$261K Buy
10,605
+955
+10% +$21.8K 0.13% 101
2025
Q1 		$203K Buy
+9,650
New +$274K 0.12% 109

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JBR Co Financial Management's AI Position: Q3 2025 in Review

JBR Co Financial Management sold out of C3.ai (AI) in Q3 2025, closing a stake of 10,605 shares — an estimated $261K sold.

JBR Co Financial Management first reported a position in AI in Q1 2025 and held it in 2 quarters. The position peaked at $261K in Q2 2025. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • JBR Co Financial Management reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 10,605 C3.ai shares in Q3 2025, an estimated $261K.
  • JBR Co Financial Management first reported a position in C3.ai in Q1 2025 and held it in 2 quarters.
  • JBR Co Financial Management's C3.ai position peaked at $261K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on JBR Co Financial Management's 13F filing for Q3 2025, filed 14 Oct 2025.