Kovack Advisors’s C3.ai AI Stock Holding History

Kovack 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 Q1	$272K	Buy	32,349 +12,864	+66%	+$138K	0.01%	789
2025 Q4	$263K	Buy	+19,485	New	+$311K	0.01%	810
2023 Q4	–	Sell	-8,571	Closed	-$219K	–	574
2023 Q3	$219K	Sell	8,571 -184	-2%	-$6.14K	0.03%	461
2023 Q2	$319K	Buy	8,755 +705	+9%	+$19.9K	0.04%	407
2023 Q1	$270K	Buy	+8,050	New	+$165K	0.04%	434

Other funds holding AI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Kovack Advisors's AI Position: Q1 2026 in Review

Kovack Advisors increased its C3.ai (AI) stake by 66% in Q1 2026, buying an estimated $138K and bringing the position to 32,349 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #789.

Kovack Advisors first reported a position in AI in Q1 2023 and has held it in 5 quarters since. The position peaked at $319K in Q2 2023. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Kovack Advisors held 32,349 shares of C3.ai worth $272K as of Q1 2026.
Kovack Advisors bought 12,864 C3.ai shares in Q1 2026, an estimated $138K.
C3.ai made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #789 holding.
Kovack Advisors first reported a position in C3.ai in Q1 2023 and has held it in 5 quarters since.
Kovack Advisors's C3.ai position peaked at $319K in Q2 2023.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.