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Pinnacle Wealth Planning Services’s C3.ai AI Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.7K Buy
1,152
+969
+530% +$10.4K ﹤0.01% 2017
2025
Q4 		$2.47K Buy
+183
New +$2.92K ﹤0.01% 2438

Other funds holding AI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's AI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its C3.ai (AI) stake by 530% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,152 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Pinnacle Wealth Planning Services first reported a position in AI in Q4 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,152 shares of C3.ai worth $9.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 969 C3.ai shares in Q1 2026, an estimated $10.4K.
  • C3.ai made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2017 holding.
  • Pinnacle Wealth Planning Services first reported a position in C3.ai in Q4 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.