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Keating Financial Advisory Services’s C3.ai AI Stock Holding History

Keating Financial Advisory Services’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
Q1 		– Sell
-1,111
Closed -$15K – 2565
2025
Q4 		$15K Buy
+1,111
New +$17.7K ﹤0.01% 969

Other funds holding AI

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Keating Financial Advisory Services's AI Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of C3.ai (AI) in Q1 2026, closing a stake of 1,111 shares — an estimated $15K sold.

Keating Financial Advisory Services first reported a position in AI in Q4 2025 and held it in 1 quarter. The position peaked at $15K in Q4 2025. 319 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 1,111 C3.ai shares in Q1 2026, an estimated $15K.
  • Keating Financial Advisory Services first reported a position in C3.ai in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's C3.ai position peaked at $15K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.