BURNEY CO/

Position in RJF — Raymond James Financial Inc

CIK 940445 RESTON, VA

Position in RJF

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,578,239

+$278,072 QoQ

Shares Held

49,847

-1.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#176

of 897 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $43,227,587 across 13 Asset Management names. RJF ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	122,688	$20,807,884
2	RJF	Raymond James Financial Inc This page	49,847	$7,578,239
3	FHI	Federated Hermes, Inc.	102,363	$5,652,484
4	AMP	Ameriprise Financial Inc	8,438	$3,871,016
5	NTRS	Northern Trust Corp	9,752	$1,695,287
6	PEO	Adams Natural Resources Fund, Inc.	49,519	$1,224,109
7	APAM	Artisan Partners Asset Management Inc.	23,999	$828,685
8	TROW	Price T Rowe Group Inc	7,072	$804,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,578,239	49,847	-1.1%	Shares	Sole	2026-07-15
2026-03-31	$7,300,167	50,419	-11.1%	Shares	Sole	2026-04-29
2025-12-31	$9,108,183	56,717	-1.1%	Shares	Sole	2026-01-23
2025-09-30	$9,900,163	57,359	-3.4%	Shares	Sole	2025-10-16
2025-06-30	$9,102,509	59,350	-4.6%	Shares	Sole	2025-08-05
2025-03-31	$8,642,146	62,214	-1.6%	Shares	Sole	2025-05-06
2024-12-31	$9,816,700	63,199	-2.4%	Shares	Sole	2025-01-14
2024-09-30	$7,926,713	64,729	-3.8%	Shares	Sole	2024-10-18
2024-06-30	$8,318,581	67,297	-4.0%	Shares	Sole	2024-07-29
2024-03-31	$9,005,965	70,129	-0.2%	Shares	Sole	2024-05-22
2023-12-31	$7,834,881	70,268	-1.1%	Shares	Sole	2024-02-12
2023-09-30	$7,137,458	71,069	-1.8%	Shares	Sole	2023-11-08
2023-06-30	$7,511,286	72,384	-5.6%	Shares	Sole	2023-08-09
2023-03-31	$7,150,264	76,662	-4.0%	Shares	Sole	2023-05-10
2022-12-31	$8,533,894	79,868	-11.6%	Shares	Sole	2023-02-06
2022-09-30	$8,924,433	90,310	-3.5%	Shares	Sole	2022-11-15
2022-06-30	$8,367,970	93,591	-1.4%	Shares	Sole	2022-08-12
2022-03-31	$10,432,326	94,917	-4.1%	Shares	Defined	2022-05-09
2021-12-31	$9,933,676	98,941	-4.2%	Shares	Defined	2022-02-11
2021-09-30	$9,528,925	103,261	+45.8%	Shares	Sole	2021-11-12
2021-06-30	$9,202,115	70,840	-3.5%	Shares	Sole	2021-08-06
2021-03-31	$8,995,661	73,398	-6.0%	Shares	Sole	2021-05-13
2020-12-31	$7,468,956	78,070	-9.0%	Shares	Defined	2021-02-11
2020-09-30	$6,243,102	85,804	-33.6%	Shares	Defined	2020-12-14
2020-06-30	$8,894,218	129,220	-3.0%	Shares	Sole	2020-08-13
2020-03-31	$8,418,991	133,212	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.