Key Capital Management’s C3.ai AI Stock Holding History

Key Capital Management’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 Q3	–	Sell	-275	Closed	-$2.5K	–	806
2026 Q2	$2.5K	Buy	+275	New	+$2.61K	﹤0.01%	546

Other funds holding AI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Key Capital Management's AI Position: Q3 2026 in Review

Key Capital Management sold out of C3.ai (AI) in Q3 2026, closing a stake of 275 shares — an estimated $2.5K sold.

Key Capital Management first reported a position in AI in Q2 2026 and held it in 1 quarter. The position peaked at $2.5K in Q2 2026. 137 funds tracked by Wall St. Rank hold AI as of Q3 2026.

Key Capital Management reported no remaining C3.ai position as of Q3 2026 after selling out during the quarter.
Key Capital Management sold 275 C3.ai shares in Q3 2026, an estimated $2.5K.
Key Capital Management first reported a position in C3.ai in Q2 2026 and held it in 1 quarter.
Key Capital Management's C3.ai position peaked at $2.5K in Q2 2026.
137 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.