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Rothschild Investment LLC’s C3.ai AI Stock Holding History

Rothschild Investment LLC’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
Q2 		$1.99K Buy
219
+54
+33% +$513 ﹤0.01% 2767
2026
Q1 		$1.39K Sell
165
-45
-21% -$483 ﹤0.01% 2731
2025
Q4 		$2.83K Buy
210
+60
+40% +$957 ﹤0.01% 2190
2025
Q3 		$2.6K Sell
150
-50
-25% -$1.04K ﹤0.01% 2065
2025
Q2 		$4.91K Buy
200
+55
+38% +$1.26K ﹤0.01% 1520
2025
Q1 		$3.05K Buy
145
+45
+45% +$1.28K ﹤0.01% 1664
2024
Q4 		$3.44K Buy
100
+25
+33% +$776 ﹤0.01% 1501
2024
Q3 		$1.82K Buy
75
+35
+88% +$890 ﹤0.01% 1781
2024
Q2 		$1.16K Buy
40
+30
+300% +$771 ﹤0.01% 1585
2024
Q1 		$271 Buy
+10
New +$281 ﹤0.01% 1606

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Rothschild Investment LLC's AI Position: Q2 2026 in Review

Rothschild Investment LLC increased its C3.ai (AI) stake by 33% in Q2 2026, buying an estimated $513 and bringing the position to 219 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Rothschild Investment LLC first reported a position in AI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.91K in Q2 2025. 128 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Rothschild Investment LLC held 219 shares of C3.ai worth $1.99K as of Q2 2026.
  • Rothschild Investment LLC bought 54 C3.ai shares in Q2 2026, an estimated $513.
  • C3.ai made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2767 holding.
  • Rothschild Investment LLC first reported a position in C3.ai in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's C3.ai position peaked at $4.91K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.