P
BAI

&Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

&Partners’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4M Buy
460,368
+163,969
+55% +$7.45M 0.1% 188
2026
Q1 		$9.77M Buy
296,399
+92,433
+45% +$3.17M 0.05% 335
2025
Q4 		$6.81M Buy
203,966
+31,474
+18% +$1.09M 0.04% 398
2025
Q3 		$5.91M Buy
172,492
+114,832
+199% +$3.62M 0.04% 381
2025
Q2 		$1.67M Buy
+57,660
New +$1.41M 0.01% 746

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

&Partners's BAI Position: Q2 2026 in Review

&Partners increased its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 55% in Q2 2026, buying an estimated $7.45M and bringing the position to 460,368 shares worth $24.4M. The position accounts for 0.1% of the portfolio, ranked #188.

&Partners first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • &Partners held 460,368 shares of iShares A.I. Innovation and Tech Active ETF worth $24.4M as of Q2 2026.
  • &Partners bought 163,969 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $7.45M.
  • iShares A.I. Innovation and Tech Active ETF made up 0.1% of &Partners's portfolio in Q2 2026, its #188 holding.
  • &Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.