Root Financial Partners
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Root Financial Partners’s C3.ai AI Stock Holding History

Root Financial Partners’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
Q3 		$1.25K Buy
+114
New +$1.12K ﹤0.01% 2861
2026
Q2 		– Sell
-103
Closed -$867 – 485
2026
Q1 		$867 Sell
103
-17
-14% -$182 ﹤0.01% 2666
2025
Q4 		$1.62K Sell
120
-18
-13% -$287 ﹤0.01% 2027
2025
Q3 		$2.39K Buy
+138
New +$2.88K ﹤0.01% 1926

Other funds holding AI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Zweig-DiMenna Associates
Zweig-DiMenna Associates New York $1.3B AUM 120.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's AI Position: Q3 2026 in Review

Root Financial Partners opened a new position in C3.ai (AI) in Q3 2026: 114 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2861 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AI as recently as Q1 2026.

Root Financial Partners first reported a position in AI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.39K in Q3 2025. 172 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Root Financial Partners held 114 shares of C3.ai worth $1.25K as of Q3 2026.
  • C3.ai was a new Root Financial Partners position in Q3 2026.
  • C3.ai made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2861 holding.
  • Root Financial Partners first reported a position in C3.ai in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's C3.ai position peaked at $2.39K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.