CARY STREET PARTNERS FINANCIAL LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,038,032
- Description
- Richmond Virginia based active portfolio manager with a limited liability advisory organization and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, active stewardship and governance oversight, and fundamental research depth for long horizon investment mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through risk adjusted decision framing and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 973 | 4,038,032 | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC |
| Q3 2025 | 11/10/2025 | 926 | 3,853,033 | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC |
| Q2 2025 | 8/13/2025 | 899 | 3,562,681 | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC |
| Q1 2025 | 5/9/2025 | 858 | 3,160,779 | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC |
| Q4 2024 | 2/14/2025 | 829 | 3,074,131 | 13F-HR | CARY STREET PARTNERS FINANCIAL LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.959 M | 48.5% | 75.48 K | 0 | 75.48 K |
| ETFs | 2.08 M | 51.5% | 109.5 K | 0 | 109.5 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
4,038,032
Holdings
973
QoQ value change ($000)
184,999
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.