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Cary Street Partners Financial - Q4 2025 13F Filings

CA

Cary Street Partners Financial LLC

CIK: 0001475045
Address: Virginia Richmond 901 East Byrd Street Suite 1001
$4.04 B
Portfolio Value
973
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. NBOS Neuberger Berman Option Strategy Etf
+$20.97 M
2. EFG Ishares Msci Eafe Growth Etf
+$15.01 M
3. EFV Ishares Msci Eafe Value Etf
+$14.12 M
4. Profesionally Managed Portfo
+$11.64 M
5. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$8.66 M

Top Sells

Q4 2025
1. WTPI Wisdomtree Equity Premium Income Fund
−$23.34 M
2. SPLG Spdr Portfolio S&P 500 Etf
−$11.4 M
3. JEPI Jpmorgan Equity Premium Income Etf
−$7.39 M
4. TACK Fairlead Tactical Sector Etf
−$6.07 M
5. PNFP Pinnacle Financial Partners
−$4.58 M

Asset Allocation

Stocks/ETFs
+4.63%
$3.94 B 97.65%
Options
$0 0.00%
Debt
$0 0.00%
Other
+12.22%
$95.02 M 2.35%

Sector Allocation (Stocks)

Cary Street Partners Financial Q4 2025 Filing Summary

Cary Street Partners Financial LLC filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 4.04 B reflecting a +4.80% change from the prior quarter, spanning 973 assets. The top 10 holdings comprised 20.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 88 new positions and 46 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Cary Street Partners Financial’s Q4 2025 Filing

Cary Street Partners Financial submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cary Street Partners Financial reported a managed portfolio value of 4.04 B, consisting of 1,374 individual positions.

This page displays the raw filing documents. To see which stocks Cary Street Partners Financial bought or sold during Q4 2025, please visit Cary Street Partners Financial's Portfolio Analysis page.