CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BLK — BlackRock, Inc.
CIK 1766904
RICHMOND, VA
Position in BLK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$607,699
+$65,301 QoQ
Shares Held
632
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#463
of 849 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names. BLK ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in BLK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,699 | 632 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $542,398 | 564 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $518,039 | 484 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $518,807 | 445 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $439,634 | 419 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $375,747 | 397 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $600,711 | 586 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,851,543 | 1,950 | Shares | Defined | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||