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Advocate Investing Services’s Jack Henry & Associates JKHY Stock Holding History

Advocate Investing Services’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 		$5.1K Hold
37
– – ﹤0.01% 329
2026
Q1 		$5.85K Hold
37
– – 0.01% 293
2025
Q4 		$6.75K Buy
+37
New +$6.16K 0.01% 268

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Vanguard Capital Management
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State Street
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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

Advocate Investing Services's JKHY Position: Q2 2026 in Review

Advocate Investing Services held its Jack Henry & Associates (JKHY) position steady in Q2 2026 at 37 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Advocate Investing Services first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.75K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Advocate Investing Services held 37 shares of Jack Henry & Associates worth $5.1K as of Q2 2026.
  • Advocate Investing Services left its Jack Henry & Associates share count unchanged in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #329 holding.
  • Advocate Investing Services first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Jack Henry & Associates position peaked at $6.75K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.