SVB Wealth’s C3.ai AI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-237	Closed	-$4.99K	–	469
2025 Q1	$4.99K	Buy	+237	New	+$6.72K	﹤0.01%	1028
2021 Q3	–	Sell	-4,280	Closed	-$267K	–	1004
2021 Q2	$267K	Hold	4,280	–	–	﹤0.01%	804
2021 Q1	$282K	Buy	+4,280	New	+$498K	﹤0.01%	710

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SVB Wealth's AI Position: Q2 2025 in Review

SVB Wealth sold out of C3.ai (AI) in Q2 2025, closing a stake of 237 shares — an estimated $4.99K sold.

SVB Wealth first reported a position in AI in Q1 2021 and held it in 3 quarters. The position peaked at $282K in Q1 2021. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

SVB Wealth reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 237 C3.ai shares in Q2 2025, an estimated $4.99K.
SVB Wealth first reported a position in C3.ai in Q1 2021 and held it in 3 quarters.
SVB Wealth's C3.ai position peaked at $282K in Q1 2021.
376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.