Stifel Financial
AI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return