Rothwell Investment Advisors, LLC’s Jack Henry & Associates JKHY Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio JKHY Stock Details JKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.18K	Buy	+57	New	+$8.87K	﹤0.01%	807

Other funds holding JKHY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tandem Investment Advisors Charleston, South Carolina $1.39B AUM 7.74% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's JKHY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 57 shares worth $8.18K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings.

364 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

Rothwell Investment Advisors, LLC held 57 shares of Jack Henry & Associates worth $8.18K as of Q3 2026.
Jack Henry & Associates was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Jack Henry & Associates made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #807 holding.
364 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.