Stifel Financial
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Stifel Financial’s C3.ai AI Stock Holding History

Stifel Financial’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 		$95.7K Sell
10,525
-13,090
-55% -$124K ﹤0.01% 3618
2026
Q1 		$199K Sell
23,615
-9,010
-28% -$96.7K ﹤0.01% 3440
2025
Q4 		$440K Sell
32,625
-3,052
-9% -$48.7K ﹤0.01% 2934
2025
Q3 		$619K Buy
35,677
+4,208
+13% +$87.9K ﹤0.01% 2685
2025
Q2 		$773K Sell
31,469
-18,993
-38% -$434K ﹤0.01% 2507
2025
Q1 		$1.06M Buy
50,462
+12,604
+33% +$358K ﹤0.01% 2181
2024
Q4 		$1.3M Buy
37,858
+6,121
+19% +$190K ﹤0.01% 2075
2024
Q3 		$769K Sell
31,737
-1,078
-3% -$27.4K ﹤0.01% 2400
2024
Q2 		$950K Buy
32,815
+1,382
+4% +$35.5K ﹤0.01% 2193
2024
Q1 		$851K Sell
31,433
-22,155
-41% -$622K ﹤0.01% 2292
2023
Q4 		$1.54M Buy
53,588
+21,898
+69% +$602K ﹤0.01% 1854
2023
Q3 		$809K Sell
31,690
-1,675
-5% -$55.9K ﹤0.01% 2187
2023
Q2 		$1.22M Buy
33,365
+11,041
+49% +$311K ﹤0.01% 1954
2023
Q1 		$749K Buy
+22,324
New +$457K ﹤0.01% 2259
2022
Q1 		– Sell
-9,194
Closed -$288K – 3372
2021
Q4 		$288K Sell
9,194
-20,715
-69% -$839K ﹤0.01% 2937
2021
Q3 		$1.39M Buy
29,909
+2,001
+7% +$102K ﹤0.01% 1838
2021
Q2 		$1.75M Buy
27,908
+23,224
+496% +$1.44M ﹤0.01% 1704
2021
Q1 		$309K Buy
+4,684
New +$545K ﹤0.01% 2770

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Stifel Financial's AI Position: Q2 2026 in Review

Stifel Financial reduced its C3.ai (AI) stake by 55% in Q2 2026, selling an estimated $124K and leaving 10,525 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Stifel Financial first reported a position in AI in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q2 2021. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Stifel Financial held 10,525 shares of C3.ai worth $95.7K as of Q2 2026.
  • Stifel Financial sold 13,090 C3.ai shares in Q2 2026, an estimated $124K.
  • C3.ai made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3618 holding.
  • Stifel Financial first reported a position in C3.ai in Q1 2021 and has held it in 18 quarters since.
  • Stifel Financial's C3.ai position peaked at $1.75M in Q2 2021.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.