SOS
AI icon

Silver Oak Securities’s C3.ai AI Stock Holding History

Silver Oak Securities’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
2025
Q4 		– Sell
-45
Closed -$780 – 809
2025
Q3 		$780 Buy
+45
New +$940 ﹤0.01% 753
2024
Q4 		– Sell
-1,139
Closed -$27.6K – 629
2024
Q3 		$27.6K Buy
+1,139
New +$28.9K ﹤0.01% 532

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Silver Oak Securities's AI Position: Q4 2025 in Review

Silver Oak Securities sold out of C3.ai (AI) in Q4 2025, closing a stake of 45 shares — an estimated $780 sold.

Silver Oak Securities first reported a position in AI in Q3 2024 and held it in 2 quarters. The position peaked at $27.6K in Q3 2024. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Silver Oak Securities reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Silver Oak Securities sold 45 C3.ai shares in Q4 2025, an estimated $780.
  • Silver Oak Securities first reported a position in C3.ai in Q3 2024 and held it in 2 quarters.
  • Silver Oak Securities's C3.ai position peaked at $27.6K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.