CARY STREET PARTNERS INVESTMENT ADVISORY LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 370,594
- 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 |
|---|---|---|---|---|---|
| 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 | 203 K | 54.8% | 13.56 K | 0 | 13.56 K |
| ETFs | 167.6 K | 45.2% | 117.8 K | 0 | 117.8 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
370,594
Holdings
681
QoQ value change ($000)
131,340
(54.9%)
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.