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Kerr Financial Planning’s C3.ai AI Stock Holding History

Kerr Financial Planning’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 		$255 Buy
28
+3
+12% +$28 ﹤0.01% 507
2026
Q1 		$224 Hold
25
– – ﹤0.01% 498
2025
Q4 		$257 Hold
25
– – ﹤0.01% 482
2025
Q3 		$346 Buy
+25
New +$522 ﹤0.01% 534

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

Kerr Financial Planning's AI Position: Q2 2026 in Review

Kerr Financial Planning increased its C3.ai (AI) stake by 12% in Q2 2026, buying an estimated $28 and bringing the position to 28 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Kerr Financial Planning first reported a position in AI in Q3 2025 and has held it in 4 quarters since. The position peaked at $346 in Q3 2025. 317 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Kerr Financial Planning held 28 shares of C3.ai worth $255 as of Q2 2026.
  • Kerr Financial Planning bought 3 C3.ai shares in Q2 2026, an estimated $28.
  • C3.ai made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #507 holding.
  • Kerr Financial Planning first reported a position in C3.ai in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's C3.ai position peaked at $346 in Q3 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.