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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
2023
Q3 		– Sell
-19,500
Closed -$710K – 1593
2023
Q2 		$710K Buy
+19,500
New +$549K 0.01% 1050

Other funds holding AI

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Jefferies Financial Group's AI Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in C3.ai (AI) in Q1 2026: 70,508 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AI as recently as Q4 2023.

Jefferies Financial Group first reported a position in AI in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.15M in Q4 2023. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Jefferies Financial Group held 70,508 shares of C3.ai worth $594K as of Q1 2026.
  • C3.ai was a new Jefferies Financial Group position in Q1 2026.
  • C3.ai made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1135 holding.
  • Jefferies Financial Group first reported a position in C3.ai in Q4 2023 and has held it in 2 quarters since.
  • Jefferies Financial Group's C3.ai position peaked at $2.15M in Q4 2023.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.