Wells Fargo’s Core AI Holdings Inc CHAI Stock Holding History

Wells Fargo’s Portfolio CHAI Stock Details CHAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$118	–	7382
2025 Q2	$118	Buy	+10	New	+$94	﹤0.01%	6467

Other funds holding CHAI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Wells Fargo's CHAI Position: Q3 2025 in Review

Wells Fargo sold out of Core AI Holdings Inc (CHAI) in Q3 2025, closing a stake of 10 shares — an estimated $118 sold.

Wells Fargo first reported a position in CHAI in Q2 2025 and held it in 1 quarter. The position peaked at $118 in Q2 2025. 9 funds tracked by Wall St. Rank hold CHAI as of Q3 2025.

Wells Fargo reported no remaining Core AI Holdings Inc position as of Q3 2025 after selling out during the quarter.
Wells Fargo sold 10 Core AI Holdings Inc shares in Q3 2025, an estimated $118.
Wells Fargo first reported a position in Core AI Holdings Inc in Q2 2025 and held it in 1 quarter.
Wells Fargo's Core AI Holdings Inc position peaked at $118 in Q2 2025.
9 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.