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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
Q2 		$18.3K Buy
2,016
+1,530
+315% +$14.5K ﹤0.01% 2056
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 $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

Larson Financial Group's AI Position: Q2 2026 in Review

Larson Financial Group increased its C3.ai (AI) stake by 315% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,016 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Larson Financial Group first reported a position in AI in Q3 2023 and has held it in 11 quarters since. The position peaked at $25.7K in Q3 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Larson Financial Group held 2,016 shares of C3.ai worth $18.3K as of Q2 2026.
  • Larson Financial Group bought 1,530 C3.ai shares in Q2 2026, an estimated $14.5K.
  • C3.ai made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2056 holding.
  • Larson Financial Group first reported a position in C3.ai in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's C3.ai position peaked at $25.7K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.