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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 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.

321 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.
  • 321 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.