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Summit Trail Advisors’s C3.ai AI Stock Holding History

Summit Trail Advisors’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 		$143K Buy
+15,758
New +$150K ﹤0.01% 1433

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 Trail Advisors's AI Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in C3.ai (AI) in Q2 2026: 15,758 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings.

317 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Summit Trail Advisors held 15,758 shares of C3.ai worth $143K as of Q2 2026.
  • C3.ai was a new Summit Trail Advisors position in Q2 2026.
  • C3.ai made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1433 holding.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.