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
Q1 		– Sell
-15,400
Closed -$208K – 5969
2025
Q4 		$208K Buy
+15,400
New +$246K ﹤0.01% 5424
2025
Q1 		– Sell
-8,000
Closed -$275K – 5349
2024
Q4 		$275K Buy
+8,000
New +$248K ﹤0.01% 4604

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 $3.38T AUM 44.17% 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. 321 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.
  • 321 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.