TCM
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Triumph Capital Management’s C3.ai AI Stock Holding History

Triumph Capital 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
Q2 		$1.36K Hold
150
– – ﹤0.01% 1622
2026
Q1 		$1.26K Hold
150
– – ﹤0.01% 1600
2025
Q4 		$2.02K Buy
+150
New +$2.39K ﹤0.01% 1467

Other funds holding AI

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1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Triumph Capital Management's AI Position: Q2 2026 in Review

Triumph Capital Management held its C3.ai (AI) position steady in Q2 2026 at 150 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Triumph Capital Management first reported a position in AI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02K in Q4 2025. 31 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Triumph Capital Management held 150 shares of C3.ai worth $1.36K as of Q2 2026.
  • Triumph Capital Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1622 holding.
  • Triumph Capital Management first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's C3.ai position peaked at $2.02K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.