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Burney Company’s Raymond James Financial RJF Stock Holding History

Burney Company’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.58M Sell
49,847
-572
-1% -$86.8K 0.2% 78
2026
Q1 		$7.3M Sell
50,419
-6,298
-11% -$999K 0.23% 77
2025
Q4 		$9.11M Sell
56,717
-642
-1% -$104K 0.28% 78
2025
Q3 		$9.9M Sell
57,359
-1,991
-3% -$330K 0.31% 78
2025
Q2 		$9.1M Sell
59,350
-2,864
-5% -$410K 0.31% 81
2025
Q1 		$8.64M Sell
62,214
-985
-2% -$153K 0.31% 80
2024
Q4 		$9.82M Sell
63,199
-1,530
-2% -$231K 0.35% 72
2024
Q3 		$7.93M Sell
64,729
-2,568
-4% -$300K 0.28% 86
2024
Q2 		$8.32M Sell
67,297
-2,832
-4% -$350K 0.32% 78
2024
Q1 		$9.01M Sell
70,129
-139
-0.2% -$16.2K 0.34% 73
2023
Q4 		$7.83M Sell
70,268
-801
-1% -$82.5K 0.33% 78
2023
Q3 		$7.14M Sell
71,069
-1,315
-2% -$139K 0.33% 79
2023
Q2 		$7.51M Sell
72,384
-4,278
-6% -$397K 0.34% 78
2023
Q1 		$7.15M Sell
76,662
-3,206
-4% -$340K 0.35% 75
2022
Q4 		$8.53M Sell
79,868
-10,442
-12% -$1.17M 0.43% 57
2022
Q3 		$8.92M Sell
90,310
-3,281
-4% -$332K 0.49% 57
2022
Q2 		$8.37M Sell
93,591
-1,326
-1% -$130K 0.44% 60
2022
Q1 		$10.4M Sell
94,917
-4,024
-4% -$426K 0.48% 55
2021
Q4 		$9.93M Sell
98,941
-4,320
-4% -$427K 0.43% 66
2021
Q3 		$9.53M Sell
103,261
-2,999
-3% -$269K 0.45% 64
2021
Q2 		$9.2M Sell
106,260
-3,837
-3% -$334K 0.43% 66
2021
Q1 		$9M Sell
110,097
-7,008
-6% -$522K 0.44% 66
2020
Q4 		$7.47M Sell
117,105
-11,601
-9% -$664K 0.41% 76
2020
Q3 		$6.24M Sell
128,706
-65,124
-34% -$3.15M 0.39% 74
2020
Q2 		$8.89M Sell
193,830
-5,988
-3% -$270K 0.58% 44
2020
Q1 		$8.42M Sell
199,818
-4,511
-2% -$254K 0.65% 40
2019
Q4 		$12.2M Sell
204,329
-13,039
-6% -$753K 0.67% 38
2019
Q3 		$11.9M Sell
217,368
-9,786
-4% -$532K 0.72% 33
2019
Q2 		$12.8M Sell
227,154
-6,884
-3% -$392K 0.78% 26
2019
Q1 		$12.5M Sell
234,038
-9,859
-4% -$528K 0.78% 29
2018
Q4 		$12.1M Buy
243,897
+2,250
+0.9% +$120K 0.85% 24
2018
Q3 		$14.8M Sell
241,647
-49,454
-17% -$3.05M 0.88% 21
2018
Q2 		$17.3M Buy
291,101
+7,859
+3% +$488K 1.02% 21
2018
Q1 		$16.9M Sell
283,242
-4,607
-2% -$287K 1.05% 19
2017
Q4 		$17.1M Buy
287,849
+16,038
+6% +$924K 0.97% 21
2017
Q3 		$15.3M Sell
271,811
-5,908
-2% -$319K 1% 18
2017
Q2 		$14.9M Sell
277,719
-3,512
-1% -$177K 0.98% 24
2017
Q1 		$14.3M Buy
281,231
+3,258
+1% +$166K 0.94% 29
2016
Q4 		$12.8M Sell
277,973
-5,176
-2% -$229K 0.87% 30
2016
Q3 		$10.9M Sell
283,149
-2,876
-1% -$106K 0.77% 41
2016
Q2 		$9.4M Buy
286,025
+4,448
+2% +$152K 0.67% 52
2016
Q1 		$8.94M Sell
281,577
-15,768
-5% -$484K 0.65% 52
2015
Q4 		$11.6M Buy
297,345
+324
+0.1% +$12.1K 0.86% 37
2015
Q3 		$9.83M Buy
297,021
+158,538
+114% +$5.88M 0.76% 43
2015
Q2 		$5.5M Buy
138,483
+15,484
+13% +$602K 0.37% 85
2015
Q1 		$4.66M Buy
122,999
+968
+0.8% +$36.2K 0.32% 95
2014
Q4 		$4.66M Sell
122,031
-13,158
-10% -$483K 0.37% 89
2014
Q3 		$4.83M Sell
135,189
-3,243
-2% -$113K 0.41% 83
2014
Q2 		$4.68M Sell
138,432
-6,116
-4% -$204K 0.41% 82
2014
Q1 		$5.39M Sell
144,548
-7,959
-5% -$278K 0.49% 68
2013
Q4 		$5.31M Sell
152,507
-31,327
-17% -$971K 0.52% 64
2013
Q3 		$5.11M Sell
183,834
-10,556
-5% -$305K 0.57% 56
2013
Q2 		$5.57M Buy
+194,390
New +$5.62M 0.7% 42

Other funds holding RJF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company's RJF Position: Q2 2026 in Review

Burney Company reduced its Raymond James Financial (RJF) stake by 1.1% in Q2 2026, selling an estimated $86.8K and leaving 49,847 shares worth $7.58M. The position accounts for 0.2% of the portfolio, ranked #78.

Burney Company first reported a position in RJF in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q2 2018. 116 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Burney Company held 49,847 shares of Raymond James Financial worth $7.58M as of Q2 2026.
  • Burney Company sold 572 Raymond James Financial shares in Q2 2026, an estimated $86.8K.
  • Raymond James Financial made up 0.2% of Burney Company's portfolio in Q2 2026, its #78 holding.
  • Burney Company first reported a position in Raymond James Financial in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Raymond James Financial position peaked at $17.3M in Q2 2018.
  • 116 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.