CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK 1766904
13F filing for Q2 2026・No. 3,921
- Holdings
- US$494.2M
- Quarter change
- +US$102.66M
- Entries
- 4,387
- Net bought (estimate)
- +US$62.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 100
- Sold out 33
- Cut 220
- Added 408
- Corporate actions 4
- Unchanged 28
Largest holdings
756 stocks worth US$494.2M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Added | 53,288 | US$15.42M | 3.12% |
| NVDANvidiaStock | Added | 60,300 | US$12.07M | 2.44% |
| MSFTMicrosoftStock | Added | 26,972 | US$10.06M | 2.04% |
| VANGUARD VALUE ETFETF | Added | 42,025 | US$9.16M | 1.85% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF | Added | 107,023 | US$8.96M | 1.81% |
| GOOGALPHABET INC CAP STK CL CStock | Added | 23,890 | US$8.44M | 1.71% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | Added | 92,767 | US$8.15M | 1.65% |
| IVVISHARES CORE S&P 500 ETFETF | Added | 9,431 | US$7.06M | 1.43% |
| Technology Select Sector SPDR FundETF | Cut | 36,102 | US$6.88M | 1.39% |
| AVGOBroadcomStock | Added | 17,684 | US$6.68M | 1.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.