Raymond James Financial
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Raymond James Financial’s C3.ai AI Stock Holding History

Raymond James 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
Q1 		$243K Sell
28,807
-11,588
-29% -$124K ﹤0.01% 4779
2025
Q4 		$545K Sell
40,395
-7,545
-16% -$120K ﹤0.01% 4212
2025
Q3 		$831K Sell
47,940
-33,032
-41% -$690K ﹤0.01% 3799
2025
Q2 		$1.99M Sell
80,972
-2,336
-3% -$53.4K ﹤0.01% 3087
2025
Q1 		$1.75M Sell
83,308
-31,192
-27% -$885K ﹤0.01% 3088
2024
Q4 		$3.94M Buy
+114,500
New +$3.55M ﹤0.01% 2469

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

Raymond James Financial's AI Position: Q1 2026 in Review

Raymond James Financial reduced its C3.ai (AI) stake by 29% in Q1 2026, selling an estimated $124K and leaving 28,807 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #4779.

Raymond James Financial first reported a position in AI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Raymond James Financial held 28,807 shares of C3.ai worth $243K as of Q1 2026.
  • Raymond James Financial sold 11,588 C3.ai shares in Q1 2026, an estimated $124K.
  • C3.ai made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4779 holding.
  • Raymond James Financial first reported a position in C3.ai in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's C3.ai position peaked at $3.94M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.