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CARY STREET PARTNERS INVESTMENT ADVISORY LLC - Portfolio Stock Holdings

CARY STREET PARTNERS INVESTMENT ADVISORY LLC disclosed 727 stock positions in a recent SEC 13F filing. $385,874,729 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.

We estimate the fund has a total AUM of $10,252,264,301 and has 182 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

727

Est. Stock Holding Value:

$385,874,729

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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