CARY STREET PARTNERS FINANCIAL LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1475045
RICHMOND, VA
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$20,890
+$3,674 QoQ
Shares Held
634
+22.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,890 | 634 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $17,216 | 517 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $18,788 | 550 | Shares | Defined | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||