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Manager record

Cary Street Partners Investment Advisory Llc

Richmond, VA · CIK 1766904 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$494.20MReported 13F valueQ2 2026 · as filed
4,387Holdings listed
+26.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $206.6M$206.6MQ2 20252,961 holdingsQ3 2025: $239.3M$239.3MQ3 20252,923 holdingsQ4 2025: $370.6M$370.6MQ4 20253,477 holdingsQ1 2026: $391.5M$391.5MQ1 20263,844 holdingsQ2 2026: $494.2M$494.2MQ2 20264,387 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 17 2026 13F-HR · period Q2 2026

$494.20M · 4,387 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$391.54M · 3,844 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$370.59M · 3,477 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$239.25M · 2,923 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$206.65M · 2,961 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 17, 2026 · Change methodology