CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in MS — Morgan Stanley

CIK 1766904 RICHMOND, VA

Position in MS

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

Position Value

$1,028,470

+$268,328 QoQ

Shares Held

4,920

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,377

of 2,723 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,689,485 across 6 Capital Markets names. MS ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,067	$1,079,126
2	MS	Morgan Stanley This page	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

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,028,470	4,920	+6.5%	Shares	Other	2026-07-17
2026-03-31	$760,142	4,619	+6.7%	Shares	Other	2026-04-29
2025-12-31	$768,166	4,327	+3.5%	Shares	Other	2026-02-09
2025-09-30	$664,609	4,181	+3.4%	Shares	Other	2025-11-10
2025-06-30	$569,774	4,045	+8.2%	Shares	Other	2025-08-13
2025-03-31	$436,341	3,740	+5.9%	Shares	Other	2025-05-09
2024-12-31	$444,041	3,532	-90.3%	Shares	Other	2025-02-14
2024-09-30	$3,809,968	36,550	-9.2%	Shares	Defined	2024-10-30
2024-06-30	$3,912,380	40,255	+7.0%	Shares	Other	2024-07-22
2024-03-31	$3,541,919	37,616	+141.3%	Shares	Defined	2024-04-30
2023-12-31	$1,453,390	15,586	-40.9%	Shares	Defined	2024-02-07
2023-09-30	$2,153,880	26,373	+57.3%	Shares	Defined	2023-11-13
2023-06-30	$1,432,243	16,771	+391.0%	Shares	Defined	2023-08-10
2023-03-31	$299,924	3,416	-9.7%	Shares	Defined	2023-05-12
2022-12-31	$321,545	3,782	-9.7%	Shares	Defined	2023-02-14
2022-09-30	$330,893	4,188	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$309,868	4,074	-63.6%	Shares	Sole	2022-08-15
2020-12-31	$766,096	11,179	+811.8%	Shares	Sole	2021-02-12
2020-09-30	$59,277	1,226	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.