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Summit Securities Group’s C3.ai AI Stock Holding History

Summit Securities 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
-3,000
Closed -$40.4K – 1029
2025
Q4 		$40.4K Buy
+3,000
New +$47.9K 0.01% 656
2024
Q2 		– Sell
-1,000
Closed -$27K – 557
2024
Q1 		$27K Buy
+1,000
New +$28.1K ﹤0.01% 291
2023
Q1 		– Sell
-7,171
Closed -$80K – 782
2022
Q4 		$80K Buy
+7,171
New +$89.8K ﹤0.01% 636

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

Summit Securities Group's AI Position: Q1 2026 in Review

Summit Securities Group sold out of C3.ai (AI) in Q1 2026, closing a stake of 3,000 shares — an estimated $40.4K sold.

Summit Securities Group first reported a position in AI in Q4 2022 and held it in 3 quarters. The position peaked at $80K in Q4 2022. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Summit Securities Group reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 3,000 C3.ai shares in Q1 2026, an estimated $40.4K.
  • Summit Securities Group first reported a position in C3.ai in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's C3.ai position peaked at $80K in Q4 2022.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.