SEC Form 13F · Q1 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Institutional Holdings Report

13F-HRVA
$391.5M
Portfolio Value
3,844
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK
1766904
Accession No.
0001766904-26-000002
Location
RICHMOND, VA
Form Type
13F-HR
Portfolio Value
$391.5M
Holdings Reported
3,844
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

CARY STREET PARTNERS INVESTMENT ADVISORY LLC is an institutional investment manager based in RICHMOND, VA reporting approximately $391.5M in 13(f) securities across 3,844 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.