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Transamerica Financial Advisors’s C3.ai AI Stock Holding History

Transamerica Financial 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 		$127 Buy
14
+7
+100% +$66 ﹤0.01% 1960
2026
Q1 		$58 Buy
+7
New +$75 ﹤0.01% 1842

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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

Transamerica Financial Advisors's AI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its C3.ai (AI) stake by 100% in Q2 2026, buying an estimated $66 and bringing the position to 14 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Transamerica Financial Advisors first reported a position in AI in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Transamerica Financial Advisors held 14 shares of C3.ai worth $127 as of Q2 2026.
  • Transamerica Financial Advisors bought 7 C3.ai shares in Q2 2026, an estimated $66.
  • C3.ai made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1960 holding.
  • Transamerica Financial Advisors first reported a position in C3.ai in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.