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Principal Securities’s C3.ai AI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-50
Closed -$867 – 1397
2025
Q3 		$867 Sell
50
-258
-84% -$5.39K ﹤0.01% 3438
2025
Q2 		$7.57K Sell
308
-533
-63% -$12.2K ﹤0.01% 2735
2025
Q1 		$29K Hold
841
– – ﹤0.01% 2011
2024
Q4 		$29K Sell
841
-32
-4% -$993 ﹤0.01% 2006
2024
Q3 		$21.2K Sell
873
-4
-0.5% -$102 ﹤0.01% 2088
2024
Q2 		$25.4K Buy
877
+333
+61% +$8.55K ﹤0.01% 1940
2024
Q1 		$14.7K Buy
544
+99
+22% +$2.78K ﹤0.01% 2163
2023
Q4 		$12.8K Buy
+445
New +$12.2K ﹤0.01% 2134

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Principal Securities's AI Position: Q4 2025 in Review

Principal Securities sold out of C3.ai (AI) in Q4 2025, closing a stake of 50 shares — an estimated $867 sold.

Principal Securities first reported a position in AI in Q4 2023 and held it in 8 quarters. The position peaked at $29K in Q1 2025. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Principal Securities reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 50 C3.ai shares in Q4 2025, an estimated $867.
  • Principal Securities first reported a position in C3.ai in Q4 2023 and held it in 8 quarters.
  • Principal Securities's C3.ai position peaked at $29K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.