CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in GS — Goldman Sachs Group Inc

CIK 1766904 RICHMOND, VA

Position in GS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,079,126

+$217,067 QoQ

Shares Held

1,067

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,690

of 3,123 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,689,485 across 6 Capital Markets names. GS ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,067	$1,079,126
2	MS	Morgan Stanley	4,920	$1,028,470
3	SCHW	Schwab Charles Corp	4,832	$445,843
4	HOOD	Robinhood Markets, Inc.	1,226	$122,941
5	PIPR	Piper Sandler Companies	104	$7,522
6	PJT	PJT Partners Inc.	37	$5,583

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,079,126	1,067	+4.7%	Shares	Other	2026-07-17
2026-03-31	$862,059	1,019	+31.5%	Shares	Other	2026-04-29
2025-12-31	$681,225	775	+5.0%	Shares	Other	2026-02-09
2025-09-30	$587,702	738	+3.4%	Shares	Other	2025-11-10
2025-06-30	$505,331	714	+15.7%	Shares	Other	2025-08-13
2025-03-31	$337,057	617	+10.0%	Shares	Other	2025-05-09
2024-12-31	$321,237	561	-96.9%	Shares	Other	2025-02-14
2024-09-30	$9,009,017	18,196	-2.8%	Shares	Defined	2024-10-30
2024-06-30	$8,469,238	18,724	-3.5%	Shares	Other	2024-07-22
2024-03-31	$8,102,348	19,398	-7.3%	Shares	Defined	2024-04-30
2023-09-30	$6,770,702	20,925	+37.7%	Shares	Defined	2023-11-13
2023-06-30	$4,901,640	15,197	+30.8%	Shares	Defined	2023-08-10
2023-03-31	$3,801,018	11,620	-4.5%	Shares	Defined	2023-05-12
2022-12-31	$4,179,277	12,171	-1.7%	Shares	Defined	2023-02-14
2022-09-30	$3,626,786	12,376	+2.6%	Shares	Sole	2022-11-14
2022-06-30	$3,584,140	12,067	+79.4%	Shares	Sole	2022-08-15
2022-03-31	$2,219,922	6,725	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$2,650,688	6,929	+15.9%	Shares	Sole	2022-02-14
2021-09-30	$2,260,619	5,980	-5.1%	Shares	Sole	2021-11-15
2021-06-30	$2,392,557	6,304	+137.9%	Shares	Sole	2021-08-16
2021-03-31	$866,550	2,650	-25.4%	Shares	Sole	2021-05-17
2020-12-31	$936,434	3,551	-51.6%	Shares	Sole	2021-02-12
2020-09-30	$1,473,913	7,334	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.