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Sequoia Financial Advisors’s C3.ai AI Stock Holding History

Sequoia Financial Advisors’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 		$106K Buy
+11,648
New +$111K ﹤0.01% 2072

Other funds holding AI

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's AI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in C3.ai (AI) in Q2 2026: 11,648 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #2072 among its holdings.

24 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Sequoia Financial Advisors held 11,648 shares of C3.ai worth $106K as of Q2 2026.
  • C3.ai was a new Sequoia Financial Advisors position in Q2 2026.
  • C3.ai made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2072 holding.
  • 24 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.