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Oakworth Capital’s C3.ai AI Stock Holding History

Oakworth Capital’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 		$47 Hold
5
– – ﹤0.01% 930
2026
Q1 		$42 Hold
5
– – ﹤0.01% 849
2025
Q4 		$67 Hold
5
– – ﹤0.01% 853
2025
Q3 		$87 Buy
+5
New +$104 ﹤0.01% 831

Other funds holding AI

TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Oakworth Capital's AI Position: Q2 2026 in Review

Oakworth Capital held its C3.ai (AI) position steady in Q2 2026 at 5 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Oakworth Capital first reported a position in AI in Q3 2025 and has held it in 4 quarters since. The position peaked at $87 in Q3 2025. 77 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Oakworth Capital held 5 shares of C3.ai worth $47 as of Q2 2026.
  • Oakworth Capital left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #930 holding.
  • Oakworth Capital first reported a position in C3.ai in Q3 2025 and has held it in 4 quarters since.
  • Oakworth Capital's C3.ai position peaked at $87 in Q3 2025.
  • 77 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.