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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
Q2 		$64.8K Buy
7,132
+5,980
+519% +$56.8K 0.01% 1113
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's AI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its C3.ai (AI) stake by 519% in Q2 2026, buying an estimated $56.8K and bringing the position to 7,132 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #1113.

Pinnacle Wealth Planning Services first reported a position in AI in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,132 shares of C3.ai worth $64.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5,980 C3.ai shares in Q2 2026, an estimated $56.8K.
  • C3.ai made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1113 holding.
  • Pinnacle Wealth Planning Services first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.