Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: XLF 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 XLF, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 148,307 XLF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,307 shares
    Change vs previous 13F +2,260 shares

    0.16% of the 13F portfolio, value $7,950,765.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 67,570 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 80,737 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,047 shares
    Change vs previous 13F -2,038 shares

    0.16% of the 13F portfolio, value $7,210,330.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 62,582 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 83,465 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 148,085 shares
    Change vs previous 13F +76,388 shares

    0.18% of the 13F portfolio, value $8,110,636.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 67,781 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 80,304 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,697 shares
    Change vs previous 13F -5,282 shares

    0.09% of the 13F portfolio, value $3,862,323.

    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: 69,859 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,838 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76,979 shares
    Change vs previous 13F +21,705 shares

    0.11% of the 13F portfolio, value $4,031,375.

    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: 74,654 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,325 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,274 shares
    Change vs previous 13F +7,231 shares

    0.08% of the 13F portfolio, value $2,753,220.

    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: 52,909 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,365 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,043 shares
    Change vs previous 13F +3,492 shares

    0.07% of the 13F portfolio, value $2,321,926.

    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: 45,668 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,375 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,551 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,019,061.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,551 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 16,441 shares (included in another member's report, not added)

    Acceptance time not in the bulk data set (spec §4.2).