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Aaron Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Aaron Wealth Advisors’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
Q2 		$306K Sell
2,224
-1,884
-46% -$267K 0.02% 570
2026
Q1 		$649K Buy
4,108
+1,949
+90% +$334K 0.04% 327
2025
Q4 		$394K Buy
2,159
+759
+54% +$126K 0.02% 503
2025
Q3 		$209K Buy
+1,400
New +$232K 0.01% 618

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's JKHY Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 46% in Q2 2026, selling an estimated $267K and leaving 2,224 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #570.

Aaron Wealth Advisors first reported a position in JKHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $649K in Q1 2026. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Aaron Wealth Advisors held 2,224 shares of Jack Henry & Associates worth $306K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,884 Jack Henry & Associates shares in Q2 2026, an estimated $267K.
  • Jack Henry & Associates made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #570 holding.
  • Aaron Wealth Advisors first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Jack Henry & Associates position peaked at $649K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.