PCS
BAI

Private Client Services’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Private Client Services’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.29M Buy
+27,240
New +$1.22M 0.35% 64

Other funds holding BAI

GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Private Client Services's BAI Position: Q3 2026 in Review

Private Client Services opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q3 2026: 27,240 shares worth $1.29M. The stake represents 0.35% of the portfolio and ranks #64 among its holdings.

4 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Private Client Services held 27,240 shares of iShares A.I. Innovation and Tech Active ETF worth $1.29M as of Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF was a new Private Client Services position in Q3 2026.
  • iShares A.I. Innovation and Tech Active ETF made up 0.35% of Private Client Services's portfolio in Q3 2026, its #64 holding.
  • 4 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.