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

Jefferies 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
2026
Q2 		$566K Sell
62,235
-8,273
-12% -$78.6K ﹤0.01% 1219
2026
Q1 		$594K Buy
+70,508
New +$756K ﹤0.01% 1135
2024
Q1 		– Sell
-75,000
Closed -$2.15M – 1573
2023
Q4 		$2.15M Buy
+75,000
New +$2.06M 0.01% 686

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

Jefferies Financial Group's AI Position: Q2 2026 in Review

Jefferies Financial Group reduced its C3.ai (AI) stake by 12% in Q2 2026, selling an estimated $78.6K and leaving 62,235 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Jefferies Financial Group first reported a position in AI in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Jefferies Financial Group held 62,235 shares of C3.ai worth $566K as of Q2 2026.
  • Jefferies Financial Group sold 8,273 C3.ai shares in Q2 2026, an estimated $78.6K.
  • C3.ai made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1219 holding.
  • Jefferies Financial Group first reported a position in C3.ai in Q4 2023 and has held it in 3 quarters since.
  • Jefferies Financial Group's C3.ai position peaked at $2.15M in Q4 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.