Jones Financial Companies
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Jones Financial Companies’s C3.ai AI Stock Holding History

Jones Financial Companies’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 		$84.2K Sell
9,459
-1,567
-14% -$14.9K ﹤0.01% 2916
2026
Q1 		$85.6K Buy
11,026
+424
+4% +$4.55K ﹤0.01% 2731
2025
Q4 		$143K Sell
10,602
-2,588
-20% -$41.3K ﹤0.01% 2065
2025
Q3 		$226K Buy
13,190
+3,290
+33% +$68.7K ﹤0.01% 1737
2025
Q2 		$240K Buy
9,900
+2,727
+38% +$62.3K ﹤0.01% 1584
2025
Q1 		$156K Buy
7,173
+2,557
+55% +$72.6K ﹤0.01% 1587
2024
Q4 		$159K Buy
4,616
+1,906
+70% +$59.2K ﹤0.01% 1447
2024
Q3 		$65.6K Buy
2,710
+1,135
+72% +$28.8K ﹤0.01% 1542
2024
Q2 		$45.6K Buy
+1,575
New +$40.5K ﹤0.01% 1282

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

Jones Financial Companies's AI Position: Q2 2026 in Review

Jones Financial Companies reduced its C3.ai (AI) stake by 14% in Q2 2026, selling an estimated $14.9K and leaving 9,459 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Jones Financial Companies first reported a position in AI in Q2 2024 and has held it in 9 quarters since. The position peaked at $240K in Q2 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Jones Financial Companies held 9,459 shares of C3.ai worth $84.2K as of Q2 2026.
  • Jones Financial Companies sold 1,567 C3.ai shares in Q2 2026, an estimated $14.9K.
  • C3.ai made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2916 holding.
  • Jones Financial Companies first reported a position in C3.ai in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's C3.ai position peaked at $240K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.