Perigon Wealth Management
AI icon

Perigon Wealth Management’s C3.ai AI Stock Holding History

Perigon Wealth Management’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
Q3 		$2.02M Buy
183,844
+10
+0% +$99 0.03% 405
2026
Q2 		$1.67M Buy
183,834
+34
+0% +$323 0.03% 450
2026
Q1 		$1.55M Sell
183,800
-156
-0.1% -$1.67K 0.03% 425
2025
Q4 		$2.48M Hold
183,956
– – 0.04% 327
2025
Q3 		$3.19M Sell
183,956
-200
-0.1% -$4.18K 0.07% 265
2025
Q2 		$4.52M Sell
184,156
-3,180
-2% -$72.7K 0.11% 184
2025
Q1 		$3.94M Hold
187,336
– – 0.1% 199
2024
Q4 		$6.05M Sell
187,336
-21,100
-10% -$655K 0.15% 135
2024
Q3 		$4.59M Buy
208,436
+19,889
+11% +$505K 0.12% 161
2024
Q2 		$5.46M Sell
188,547
-483
-0.3% -$12.4K 0.16% 134
2024
Q1 		$5.12M Buy
189,030
+396
+0.2% +$11.1K 0.16% 140
2023
Q4 		$5.42M Buy
188,634
+2,200
+1% +$60.5K 0.18% 120
2023
Q3 		$4.76M Buy
186,434
+749
+0.4% +$25K 0.19% 114
2023
Q2 		$6.76M Sell
185,685
-4,397
-2% -$124K 0.27% 89
2023
Q1 		$6.38M Sell
190,082
-13,043
-6% -$267K 0.36% 69
2022
Q4 		$2.11M Buy
203,125
+15,000
+8% +$188K 0.13% 168
2022
Q3 		$2.35M Sell
188,125
-398
-0.2% -$7.14K 0.2% 105
2022
Q2 		$3.44M Buy
188,523
+652
+0.3% +$12K 0.29% 79
2022
Q1 		$4.26M Buy
187,871
+183
+0.1% +$4.41K 0.3% 69
2021
Q4 		$5.86M Sell
187,688
-7,970
-4% -$323K 0.42% 45
2021
Q3 		$9.07M Buy
195,658
+187,439
+2,281% +$9.5M 0.79% 22
2021
Q2 		$514K Buy
8,219
+3,119
+61% +$194K 0.05% 306
2021
Q1 		$336K Buy
+5,100
New +$593K 0.03% 365

Other funds holding AI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Perigon Wealth Management's AI Position: Q3 2026 in Review

Perigon Wealth Management increased its C3.ai (AI) stake by 0.01% in Q3 2026, buying an estimated $99 and bringing the position to 183,844 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #405.

Perigon Wealth Management first reported a position in AI in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.07M in Q3 2021. 43 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Perigon Wealth Management held 183,844 shares of C3.ai worth $2.02M as of Q3 2026.
  • Perigon Wealth Management bought 10 C3.ai shares in Q3 2026, an estimated $99.
  • C3.ai made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #405 holding.
  • Perigon Wealth Management first reported a position in C3.ai in Q1 2021 and has held it in 23 quarters since.
  • Perigon Wealth Management's C3.ai position peaked at $9.07M in Q3 2021.
  • 43 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.