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PlanVest Financial’s C3.ai AI Stock Holding History

PlanVest Financial’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 		$109 Buy
+12
New +$114 ﹤0.01% 582

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

PlanVest Financial's AI Position: Q2 2026 in Review

PlanVest Financial opened a new position in C3.ai (AI) in Q2 2026: 12 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

298 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • PlanVest Financial held 12 shares of C3.ai worth $109 as of Q2 2026.
  • C3.ai was a new PlanVest Financial position in Q2 2026.
  • C3.ai made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #582 holding.
  • 298 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.