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Advisory Advocates’s Jack Henry & Associates JKHY Stock Holding History

Advisory Advocates’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 		– Sell
-4,510
Closed -$713K – 195
2026
Q1 		$713K Buy
4,510
+140
+3% +$24K 0.73% 45
2025
Q4 		$798K Buy
+4,370
New +$728K 0.79% 45

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
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BlackRock
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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

Advisory Advocates's JKHY Position: Q2 2026 in Review

Advisory Advocates sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 4,510 shares — an estimated $713K sold.

Advisory Advocates first reported a position in JKHY in Q4 2025 and held it in 2 quarters. The position peaked at $798K in Q4 2025. 671 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Advisory Advocates reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Advisory Advocates sold 4,510 Jack Henry & Associates shares in Q2 2026, an estimated $713K.
  • Advisory Advocates first reported a position in Jack Henry & Associates in Q4 2025 and held it in 2 quarters.
  • Advisory Advocates's Jack Henry & Associates position peaked at $798K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.