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Cary Street Partners Financial - Q1 2026 13F Filings

CA

Cary Street Partners Financial LLC

CIK: 0001475045
Address: Virginia Richmond 901 East Byrd Street Suite 1001
$4.04 B
Portfolio Value
985
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VO Vanguard Mid-Cap Etf
+$13.35 M
2. FEGE First Eagle Global Equity Etf
+$9.32 M
3. EFG Ishares Msci Eafe Growth Etf
+$8.4 M
4. BWXT Bwx Technologies
+$7.7 M
5. ETN Eaton Corporation PLC
+$6.06 M

Top Sells

Q1 2026
1. CGDG Capital Group Dividend Growers Etf
−$9.51 M
2. VEEV Veeva Systems
−$8.61 M
3. GLW Corning Incorporated
−$7.34 M
4. CYBR Cyberark Software
−$3.85 M
5. PYPL Paypal Holdings
−$3.61 M

Asset Allocation

Stocks/ETFs
0.00%
$3.94 B 97.68%
Options
$0 0.00%
Debt
$0 0.00%
Other
-1.60%
$93.5 M 2.32%

Sector Allocation (Stocks)

Cary Street Partners Financial Q1 2026 Filing Summary

Cary Street Partners Financial LLC filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 4.04 B reflecting a -0.04% change from the prior quarter, spanning 985 assets. The top 10 holdings comprised 20.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 68 new positions and 50 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Cary Street Partners Financial’s Q1 2026 Filing

Cary Street Partners Financial submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cary Street Partners Financial reported a managed portfolio value of 4.04 B, consisting of 1,357 individual positions.

This page displays the raw filing documents. To see which stocks Cary Street Partners Financial bought or sold during Q1 2026, please visit Cary Street Partners Financial's Portfolio Analysis page.