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

Basecamp 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 		$60.6K Sell
440
-106
-19% -$15K 0.01% 488
2026
Q1 		$86.3K Sell
546
-3
-0.5% -$514 0.02% 422
2025
Q4 		$100K Buy
+549
New +$91.5K 0.02% 376

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

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

Basecamp Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 19% in Q2 2026, selling an estimated $15K and leaving 440 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #488.

Basecamp Wealth Advisors first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $100K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Basecamp Wealth Advisors held 440 shares of Jack Henry & Associates worth $60.6K as of Q2 2026.
  • Basecamp Wealth Advisors sold 106 Jack Henry & Associates shares in Q2 2026, an estimated $15K.
  • Jack Henry & Associates made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #488 holding.
  • Basecamp Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Jack Henry & Associates position peaked at $100K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.