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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
Q2 		$278K Sell
29,545
-2,804
-9% -$26.6K 0.01% 831
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
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

Kovack Advisors's AI Position: Q2 2026 in Review

Kovack Advisors reduced its C3.ai (AI) stake by 8.7% in Q2 2026, selling an estimated $26.6K and leaving 29,545 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #831.

Kovack Advisors first reported a position in AI in Q1 2023 and has held it in 6 quarters since. The position peaked at $319K in Q2 2023. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Kovack Advisors held 29,545 shares of C3.ai worth $278K as of Q2 2026.
  • Kovack Advisors sold 2,804 C3.ai shares in Q2 2026, an estimated $26.6K.
  • C3.ai made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #831 holding.
  • Kovack Advisors first reported a position in C3.ai in Q1 2023 and has held it in 6 quarters since.
  • Kovack Advisors's C3.ai position peaked at $319K in Q2 2023.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.