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
2022 Q2	–	Sell	-1,000	Closed	-$23K	–	928
2022 Q1	$23K	Buy	+1,000	New	+$24.1K	﹤0.01%	698

Other funds holding AI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.