Sunbelt Securities’s C3.ai AI Stock Holding History

Sunbelt Securities’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	$2.44K	Sell	290 -18	-6%	-$193	﹤0.01%	1871
2025 Q4	$4.15K	Hold	308	–	–	﹤0.01%	1684
2025 Q3	$5.34K	Buy	308 +199	+183%	+$4.16K	﹤0.01%	1610
2025 Q2	$3.75K	Sell	109 -199	-65%	-$4.55K	﹤0.01%	1503
2025 Q1	$6.48K	Buy	308 +199	+183%	+$5.65K	﹤0.01%	1359
2024 Q4	$3.85K	Hold	109	–	–	﹤0.01%	1501
2024 Q3	$2.64K	Buy	109 +32	+42%	+$813	﹤0.01%	1564
2024 Q2	$2.23K	Hold	77	–	–	﹤0.01%	1538
2024 Q1	$2.08K	Buy	77 +27	+54%	+$758	﹤0.01%	1516
2023 Q4	$1.44K	Sell	50 -450	-90%	-$12.4K	﹤0.01%	1504
2023 Q3	$12.8K	Hold	500	–	–	﹤0.01%	1099
2023 Q2	$18.2K	Sell	500 -800	-62%	-$22.5K	﹤0.01%	1046
2023 Q1	$35.9K	Buy	+1,300	New	+$26.6K	0.01%	809
2021 Q2	–	Sell	-4,359	Closed	-$287K	–	440
2021 Q1	$287K	Buy	+4,359	New	+$507K	0.06%	342

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

Sunbelt Securities's AI Position: Q1 2026 in Review

Sunbelt Securities reduced its C3.ai (AI) stake by 5.8% in Q1 2026, selling an estimated $193 and leaving 290 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Sunbelt Securities first reported a position in AI in Q1 2021 and has held it in 14 quarters since. The position peaked at $287K in Q1 2021. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

Sunbelt Securities held 290 shares of C3.ai worth $2.44K as of Q1 2026.
Sunbelt Securities sold 18 C3.ai shares in Q1 2026, an estimated $193.
C3.ai made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1871 holding.
Sunbelt Securities first reported a position in C3.ai in Q1 2021 and has held it in 14 quarters since.
Sunbelt Securities's C3.ai position peaked at $287K in Q1 2021.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.