CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Q2 2025 13F Detailed Holdings

Location
Richmond, VA
Holdings as of
6/30/2025
Value ($000)
$206,646
Num holdings
2,961
Date filed
8/13/2025
Form type
13F-HR
Prev filing
5/9/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
115 Aristotle Capital Management, LLC
120 JANUS HENDERSON INVESTORS US LLC
130 ATLANTA CAPITAL MANAGEMENT CO L L C
137 BERKSHIRE ASSET MANAGEMENT LLC/PA
138 BlackRock, Inc.
140 Boston Partners
150 Capital Group Companies, Inc.
187 Copeland Capital Management, LLC
207 DEARBORN PARTNERS LLC
208 Dimensional Fund Advisors Ltd.
222 EATON VANCE MANAGEMENT
234 JPMORGAN CHASE & CO
238 GW&K Investment Management, LLC
240 FEDERATED HERMES, INC.
260 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
265 GW HENSSLER & ASSOCIATES LTD
291 Natixis Global Asset Management Participations 1
295 Madison Investments LLC
297 Neuberger Berman Group LLC
308 Nuveen Asset Management, LLC
314 PARAMETRIC PORTFOLIO ASSOCIATES LLC
330 PRINCIPAL GLOBAL INVESTORS
333 ClearBridge Investments Ltd
350 Salomon & Ludwin, LLC
360 SCHAFER CULLEN CAPITAL MANAGEMENT INC
371 Suncoast Equity Management
422 GARDNER RUSSO & QUINN LLC
455 Vanguard Personalized Indexing Management, LLC