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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
Q1 		– Hold
0
– – – 1294

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Morgan Stanley
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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Perigon Wealth Management's AI Position: Q1 2026 in Review

Perigon Wealth Management reduced its C3.ai (AI) stake by 0.08% in Q1 2026, selling an estimated $1.67K and leaving 183,800 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #425.

Perigon Wealth Management first reported a position in AI in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.07M in Q3 2021. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Perigon Wealth Management held 183,800 shares of C3.ai worth $1.55M as of Q1 2026.
  • Perigon Wealth Management sold 156 C3.ai shares in Q1 2026, an estimated $1.67K.
  • C3.ai made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #425 holding.
  • Perigon Wealth Management first reported a position in C3.ai in Q1 2021 and has held it in 21 quarters since.
  • Perigon Wealth Management's C3.ai position peaked at $9.07M in Q3 2021.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.