CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1766904
RICHMOND, VA
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$437,048
-$3,111 QoQ
Shares Held
13,264
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
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 | $437,048 | 13,264 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $440,159 | 13,218 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $306,381 | 8,969 | Shares | Other | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||