LPL Financial
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LPL Financial’s C3.ai AI Stock Holding History

LPL Financial’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 		$1.62M Buy
178,352
+9,636
+6% +$91.5K ﹤0.01% 3986
2026
Q1 		$1.42M Sell
168,716
-15,539
-8% -$167K ﹤0.01% 3830
2025
Q4 		$2.48M Sell
184,255
-43,504
-19% -$694K ﹤0.01% 3187
2025
Q3 		$3.95M Buy
227,759
+24,248
+12% +$506K ﹤0.01% 2685
2025
Q2 		$5M Buy
203,511
+29,406
+17% +$672K ﹤0.01% 2307
2025
Q1 		$3.66M Buy
174,105
+36,114
+26% +$1.02M ﹤0.01% 2407
2024
Q4 		$4.75M Sell
137,991
-3,484
-2% -$108K ﹤0.01% 2123
2024
Q3 		$3.43M Sell
141,475
-22,314
-14% -$567K ﹤0.01% 2266
2024
Q2 		$4.74M Buy
163,789
+44,770
+38% +$1.15M ﹤0.01% 1899
2024
Q1 		$3.22M Sell
119,019
-4,686
-4% -$132K ﹤0.01% 2128
2023
Q4 		$3.55M Sell
123,705
-35,584
-22% -$979K ﹤0.01% 1927
2023
Q3 		$4.07M Buy
159,289
+43,363
+37% +$1.45M ﹤0.01% 1717
2023
Q2 		$4.22M Buy
115,926
+8,704
+8% +$245K ﹤0.01% 1673
2023
Q1 		$3.6M Buy
107,222
+50,322
+88% +$1.03M ﹤0.01% 1714
2022
Q4 		$637K Buy
56,900
+13,822
+32% +$173K ﹤0.01% 3041
2022
Q3 		$538K Buy
43,078
+8,698
+25% +$156K ﹤0.01% 3083
2022
Q2 		$628K Buy
34,380
+5,453
+19% +$100K ﹤0.01% 3000
2022
Q1 		$657K Buy
28,927
+378
+1% +$9.1K ﹤0.01% 2977
2021
Q4 		$892K Buy
28,549
+8,580
+43% +$347K ﹤0.01% 2757
2021
Q3 		$925K Buy
19,969
+3,327
+20% +$169K ﹤0.01% 2675
2021
Q2 		$1.04M Buy
16,642
+1,008
+6% +$62.6K ﹤0.01% 2530
2021
Q1 		$1.03M Buy
15,634
+13,136
+526% +$1.53M ﹤0.01% 2372
2020
Q4 		$347K Buy
+2,498
New +$335K ﹤0.01% 3091

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

LPL Financial's AI Position: Q2 2026 in Review

LPL Financial increased its C3.ai (AI) stake by 5.7% in Q2 2026, buying an estimated $91.5K and bringing the position to 178,352 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3986.

LPL Financial first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $5M in Q2 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • LPL Financial held 178,352 shares of C3.ai worth $1.62M as of Q2 2026.
  • LPL Financial bought 9,636 C3.ai shares in Q2 2026, an estimated $91.5K.
  • C3.ai made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3986 holding.
  • LPL Financial first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's C3.ai position peaked at $5M in Q2 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.