Truist Financial
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Truist Financial’s C3.ai AI Stock Holding History

Truist Financial’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 		$375K Sell
41,234
-11,209
-21% -$106K ﹤0.01% 2403
2026
Q1 		$442K Buy
52,443
+14,550
+38% +$156K ﹤0.01% 2142
2025
Q4 		$511K Buy
37,893
+2,273
+6% +$36.3K ﹤0.01% 2034
2025
Q3 		$618K Buy
35,620
+8,848
+33% +$185K ﹤0.01% 1900
2025
Q2 		$658K Buy
26,772
+2,735
+11% +$62.5K ﹤0.01% 1817
2025
Q1 		$506K Buy
24,037
+2,647
+12% +$75.1K ﹤0.01% 1867
2024
Q4 		$736K Buy
21,390
+250
+1% +$7.76K ﹤0.01% 1694
2024
Q3 		$512K Sell
21,140
-71
-0.3% -$1.8K ﹤0.01% 1846
2024
Q2 		$614K Buy
21,211
+1,023
+5% +$26.3K ﹤0.01% 1852
2024
Q1 		$546K Sell
20,188
-15,302
-43% -$430K ﹤0.01% 1917
2023
Q4 		$1.02M Sell
35,490
-3,029
-8% -$83.3K ﹤0.01% 1582
2023
Q3 		$983K Buy
38,519
+27,312
+244% +$912K ﹤0.01% 1577
2023
Q2 		$408K Buy
+11,207
New +$316K ﹤0.01% 2071
2021
Q4 		– Sell
-8,466
Closed -$392K – 2733
2021
Q3 		$392K Buy
+8,466
New +$431K ﹤0.01% 2154

Other funds holding AI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Truist Financial's AI Position: Q2 2026 in Review

Truist Financial reduced its C3.ai (AI) stake by 21% in Q2 2026, selling an estimated $106K and leaving 41,234 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Truist Financial first reported a position in AI in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2023. 78 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Truist Financial held 41,234 shares of C3.ai worth $375K as of Q2 2026.
  • Truist Financial sold 11,209 C3.ai shares in Q2 2026, an estimated $106K.
  • C3.ai made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2403 holding.
  • Truist Financial first reported a position in C3.ai in Q3 2021 and has held it in 14 quarters since.
  • Truist Financial's C3.ai position peaked at $1.02M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.