CARY STREET PARTNERS ASSET MANAGEMENT LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on TFC, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 80,867 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 80,867 sharesChange vs previous 13F -1,842 shares
0.08% of the 13F portfolio, value $4,028,817.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 73,624 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,243 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,709 sharesChange vs previous 13F -14,183 shares
0.09% of the 13F portfolio, value $3,802,122.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 74,961 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,748 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 96,892 sharesChange vs previous 13F +2,112 shares
0.11% of the 13F portfolio, value $4,768,037.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 90,024 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,868 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,780 sharesChange vs previous 13F +8,375 shares
0.11% of the 13F portfolio, value $4,333,364.
13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 86,494 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,286 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,405 sharesChange vs previous 13F +17,348 shares
0.1% of the 13F portfolio, value $3,714,553.
13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 79,906 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,499 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 69,057 sharesChange vs previous 13F -1,046 shares
0.09% of the 13F portfolio, value $2,841,679.
13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 65,911 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,146 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,103 sharesChange vs previous 13F -2,309 shares
0.09% of the 13F portfolio, value $3,041,089.
13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 67,336 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,767 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 72,412 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $3,097,076.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).