CARY STREET PARTNERS INVESTMENT ADVISORY LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 494,197
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 758 | 494,197 | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| Q1 2026 | 4/29/2026 | 689 | 391,536 | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| Q4 2025 | 2/9/2026 | 681 | 370,594 | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| Q3 2025 | 11/10/2025 | 609 | 239,254 | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| Q2 2025 | 8/13/2025 | 591 | 206,646 | 13F-HR | CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 253.7 K | 51.3% | 42.63 K | 0 | 42.63 K |
| ETFs | 240.5 K | 48.7% | 60.04 K | 0 | 60.04 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
494,197
Holdings
758
QoQ value change ($000)
102,661
(26.2%)
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.