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Equibles

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in STT — State Street Corp

CIK 1766904 RICHMOND, VA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$4,328,308
+$207,642 QoQ
Shares Held
80,737
-3.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $6,703,727 across 19 Asset Management names. STT ranks #1 (64.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
This page 		80,737 $4,328,308
2 BLK
BlackRock, Inc.
 632 $607,699
3 BX
Blackstone Inc.
 2,969 $349,358
4 BAM
Brookfield Asset Management Ltd.
 4,762 $213,572
5 AMP
Ameriprise Financial Inc
 422 $193,591
6 KKR
KKR & Co. Inc.
 2,091 $191,907
7 APO
Apollo Global Management, Inc.
 1,164 $137,709
8 NTRS
Northern Trust Corp
 774 $134,549

All Filings in STT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2023-09-30 $10,044 150
2020-09-30 $8,899 150