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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
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

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

Root Financial Partners's AI Position: Q1 2026 in Review

Root Financial Partners reduced its C3.ai (AI) stake by 14% in Q1 2026, selling an estimated $182 and leaving 103 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Root Financial Partners first reported a position in AI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.39K in Q3 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Root Financial Partners held 103 shares of C3.ai worth $867 as of Q1 2026.
  • Root Financial Partners sold 17 C3.ai shares in Q1 2026, an estimated $182.
  • C3.ai made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2666 holding.
  • Root Financial Partners first reported a position in C3.ai in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's C3.ai position peaked at $2.39K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.