CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in PIPR — Piper Sandler Companies

CIK 1766904 RICHMOND, VA

Position in PIPR

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

Position Value

$7,522

-$362 QoQ

Shares Held

104

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#353

of 415 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,689,485 across 6 Capital Markets names. PIPR ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	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 This page	104	$7,522
6	PJT	PJT Partners Inc.	37	$5,583

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,522	104	+1.0%	Shares	Other	2026-07-17
2026-03-31	$7,884	103	+312.0%	Shares	Other	2026-04-29
2025-12-31	$8,492	25	-54.5%	Shares	Other	2026-02-09
2023-09-30	$7,991	55	+3.8%	Shares	Defined	2023-11-13
2023-06-30	$6,850	53	0.0%	Shares	Defined	2023-08-10
2023-03-31	$7,346	53	0.0%	Shares	Defined	2023-05-12
2022-12-31	$6,900	53	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.