13F Filings History of CARY STREET PARTNERS FINANCIAL LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$4,035,745,807
Signature - Title
Nancy Oliver - Chief Compliance Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by CARY STREET PARTNERS FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CARY STREET PARTNERS FINANCIAL LLC reported 975 stock holdings with total value $4,035,745,807 as of Q4 2025. Top holdings included AAPL, VTV, VUG, MSFT, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 975 $4,035,745,807 +$312,518,477 -$177,201,334 +$135,317,143 AAPL, VTV, VUG, MSFT, GOOG 13F-HR 09 Feb 2026, 14:17
Q3 2025 928 $3,850,528,603 +$178,761,229 -$112,925,439 +$65,835,790 VTV, AAPL, VUG, MSFT, TACK 13F-HR 10 Nov 2025, 15:08
Q2 2025 901 $3,559,750,333 +$357,953,746 -$164,954,092 +$192,999,654 VTV, MSFT, AAPL, VUG, TACK 13F-HR 13 Aug 2025, 16:02
Q1 2025 860 $3,158,054,642 +$365,417,972 -$205,342,536 +$160,075,436 AAPL, VTV, VUG, MSFT, TACK 13F-HR 09 May 2025, 14:20
Q4 2024 832 $3,069,605,844 $0 $0 $0 AAPL, VTV, MSFT, TACK, VUG 13F-HR 14 Feb 2025, 10:50
Q3 2024 $0 13F-NT 30 Oct 2024, 09:24
Q2 2024 $0 13F-NT 22 Jul 2024, 13:09
Q1 2024 $0 13F-NT 30 Apr 2024, 10:01
Q4 2023 0 $0 13F-NT 05 Feb 2024, 16:37
Q3 2023 0 $0 13F-NT 14 Nov 2023, 10:02
Q2 2023 0 $0 13F-NT 10 Aug 2023, 14:26
Q1 2023 0 $0 13F-NT 12 May 2023, 15:51
Q4 2022 0 $0 13F-NT 14 Feb 2023, 14:15