SEC Form 13F · Q1 2026

CARY STREET PARTNERS FINANCIAL LLC

Institutional Holdings Report

13F-HRVA
$4.0B
Portfolio Value
1,357
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CARY STREET PARTNERS FINANCIAL LLC
CIK
1475045
Accession No.
0001475045-26-000003
Location
RICHMOND, VA
Form Type
13F-HR
Portfolio Value
$4.0B
Holdings Reported
1,357
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

CARY STREET PARTNERS FINANCIAL LLC is an institutional investment manager based in RICHMOND, VA reporting approximately $4.0B in 13(f) securities across 1,357 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.