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

Arkadios 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	–	Sell	-1,437	Closed	-$227K	–	1827
2026 Q1	$227K	Sell	1,437 -362	-20%	-$62K	﹤0.01%	1512
2025 Q4	$328K	Buy	+1,799	New	+$300K	0.01%	1204
2021 Q4	–	Sell	-96	Closed	-$15K	–	1205
2021 Q3	$15K	Sell	96 -32	-25%	-$5.5K	﹤0.01%	1319
2021 Q2	$20K	Buy	128 +114	+814%	+$18.2K	﹤0.01%	1289
2021 Q1	$2K	Buy	14 +2	+17%	+$305	﹤0.01%	1524
2020 Q4	$1K	Sell	12 -55	-82%	-$8.73K	﹤0.01%	1322
2020 Q3	$10.9K	Buy	67 +1	+2%	+$174	0.01%	731
2020 Q2	$11.9K	Buy	66 +44	+200%	+$7.67K	0.01%	649
2020 Q1	$3.44K	Hold	22	–	–	﹤0.01%	847
2019 Q4	$3.74K	Buy	+22	New	+$3.21K	﹤0.01%	738

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,437 shares — an estimated $227K sold.

Arkadios Wealth Advisors first reported a position in JKHY in Q4 2019 and held it in 10 quarters. The position peaked at $328K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,437 Jack Henry & Associates shares in Q2 2026, an estimated $227K.
Arkadios Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's Jack Henry & Associates position peaked at $328K in Q4 2025.
712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.