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Summit Financial’s C3.ai AI Stock Holding History

Summit 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 		$98.6K Sell
10,847
-225
-2% -$2.14K ﹤0.01% 1563
2026
Q1 		$93.2K Buy
11,072
+100
+0.9% +$1.07K ﹤0.01% 1385
2025
Q4 		$148K Buy
+10,972
New +$175K ﹤0.01% 1259

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

Summit Financial's AI Position: Q2 2026 in Review

Summit Financial reduced its C3.ai (AI) stake by 2% in Q2 2026, selling an estimated $2.14K and leaving 10,847 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Summit Financial first reported a position in AI in Q4 2025 and has held it in 3 quarters since. The position peaked at $148K in Q4 2025. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Summit Financial held 10,847 shares of C3.ai worth $98.6K as of Q2 2026.
  • Summit Financial sold 225 C3.ai shares in Q2 2026, an estimated $2.14K.
  • C3.ai made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1563 holding.
  • Summit Financial first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's C3.ai position peaked at $148K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

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