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Larson Financial Group’s C3.ai AI Stock Holding History

Larson Financial Group’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 		$4.09K Buy
486
+251
+107% +$2.69K ﹤0.01% 2694
2025
Q4 		$3.17K Sell
235
-1,246
-84% -$19.9K ﹤0.01% 2644
2025
Q3 		$25.7K Buy
1,481
+1,292
+684% +$27K ﹤0.01% 1499
2025
Q2 		$4.66K Buy
189
+174
+1,160% +$3.98K ﹤0.01% 2098
2025
Q1 		$316 Hold
15
– – ﹤0.01% 2681
2024
Q4 		$516 Sell
15
-146
-91% -$4.53K ﹤0.01% 2187
2024
Q3 		$3.9K Buy
+161
New +$4.09K ﹤0.01% 1714
2024
Q2 		– Sell
-100
Closed -$2.71K – 2428
2024
Q1 		$2.71K Hold
100
– – ﹤0.01% 1313
2023
Q4 		$2.87K Sell
100
-134
-57% -$3.69K ﹤0.01% 1301
2023
Q3 		$5.97K Buy
+234
New +$7.81K ﹤0.01% 1126

Other funds holding AI

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Larson Financial Group's AI Position: Q1 2026 in Review

Larson Financial Group increased its C3.ai (AI) stake by 107% in Q1 2026, buying an estimated $2.69K and bringing the position to 486 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Larson Financial Group first reported a position in AI in Q3 2023 and has held it in 10 quarters since. The position peaked at $25.7K in Q3 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Larson Financial Group held 486 shares of C3.ai worth $4.09K as of Q1 2026.
  • Larson Financial Group bought 251 C3.ai shares in Q1 2026, an estimated $2.69K.
  • C3.ai made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2694 holding.
  • Larson Financial Group first reported a position in C3.ai in Q3 2023 and has held it in 10 quarters since.
  • Larson Financial Group's C3.ai position peaked at $25.7K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.