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JNBA Financial Advisors’s C3.ai AI Stock Holding History

JNBA Financial Advisors’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 		$182 Hold
20
– – ﹤0.01% 818
2026
Q1 		$169 Hold
20
– – ﹤0.01% 812
2025
Q4 		$270 Hold
20
– – ﹤0.01% 784
2025
Q3 		$347 Hold
20
– – ﹤0.01% 642
2025
Q2 		$492 Hold
20
– – ﹤0.01% 636
2025
Q1 		$421 Hold
20
– – ﹤0.01% 635
2024
Q4 		$689 Buy
+20
New +$621 ﹤0.01% 630

Other funds holding AI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
BC
Bayforest Capital London, United Kingdom $108M AUM 45.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

JNBA Financial Advisors's AI Position: Q2 2026 in Review

JNBA Financial Advisors held its C3.ai (AI) position steady in Q2 2026 at 20 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #818.

JNBA Financial Advisors first reported a position in AI in Q4 2024 and has held it in 7 quarters since. The position peaked at $689 in Q4 2024. 97 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • JNBA Financial Advisors held 20 shares of C3.ai worth $182 as of Q2 2026.
  • JNBA Financial Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #818 holding.
  • JNBA Financial Advisors first reported a position in C3.ai in Q4 2024 and has held it in 7 quarters since.
  • JNBA Financial Advisors's C3.ai position peaked at $689 in Q4 2024.
  • 97 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.