BARNES PETTEY FINANCIAL ADVISORS, LLC
Position in RJF — Raymond James Financial Inc
CIK 1908288
CLARKSDALE, MS
Position in RJF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,359,102
+$115,517 QoQ
Shares Held
22,095
-1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#79
of 445 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $3,658,474 across 3 Asset Management names. RJF ranks #1 (91.8% of the industry book) .
All Filings in RJF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,359,102 | 22,095 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,243,585 | 22,402 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,638,166 | 22,655 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,872,971 | 22,439 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,800,103 | 11,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,624,413 | 11,694 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,799,993 | 24,464 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,452,147 | 28,190 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,481,104 | 28,162 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,616,949 | 28,165 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,136,272 | 28,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,702,370 | 26,908 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,787,988 | 26,867 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,501,781 | 26,823 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,908,350 | 27,219 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $2,714,486 | 27,469 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,489,621 | 27,845 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,060,114 | 27,842 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,895,335 | 28,838 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||