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Strive Financial Group’s C3.ai AI Stock Holding History

Strive Financial Group’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 		– Sell
-200
Closed -$2.7K – 760
2025
Q4 		$2.7K Buy
+200
New +$3.19K ﹤0.01% 549

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Strive Financial Group's AI Position: Q1 2026 in Review

Strive Financial Group sold out of C3.ai (AI) in Q1 2026, closing a stake of 200 shares — an estimated $2.7K sold.

Strive Financial Group first reported a position in AI in Q4 2025 and held it in 1 quarter. The position peaked at $2.7K in Q4 2025. 318 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Strive Financial Group reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 200 C3.ai shares in Q1 2026, an estimated $2.7K.
  • Strive Financial Group first reported a position in C3.ai in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's C3.ai position peaked at $2.7K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.