TFC Financial Management’s C3.ai AI Stock Holding History

TFC Financial Management’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	$842	Buy	100 +99	+9,900%	+$1.06K	﹤0.01%	632
2025 Q4	$14	Buy	+1	New	+$16	﹤0.01%	959

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

TFC Financial Management's AI Position: Q1 2026 in Review

TFC Financial Management increased its C3.ai (AI) stake by 9,900% in Q1 2026, buying an estimated $1.06K and bringing the position to 100 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #632.

TFC Financial Management first reported a position in AI in Q4 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

TFC Financial Management held 100 shares of C3.ai worth $842 as of Q1 2026.
TFC Financial Management bought 99 C3.ai shares in Q1 2026, an estimated $1.06K.
C3.ai made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #632 holding.
TFC Financial Management first reported a position in C3.ai in Q4 2025 and has held it in 2 quarters since.
317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.