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Beacon Pointe Advisors’s Jack Henry & Associates JKHY Stock Holding History

Beacon Pointe 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 		$361K Buy
+2,624
New +$372K ﹤0.01% 1505
2025
Q3 		– Sell
-2,262
Closed -$408K – 1460
2025
Q2 		$408K Sell
2,262
-10
-0.4% -$1.78K ﹤0.01% 949
2025
Q1 		$415K Sell
2,272
-77
-3% -$13.4K ﹤0.01% 905
2024
Q4 		$412K Sell
2,349
-1,053
-31% -$188K ﹤0.01% 894
2024
Q3 		$601K Sell
3,402
-207
-6% -$35K 0.01% 788
2024
Q2 		$599K Buy
3,609
+9
+0.3% +$1.49K 0.01% 815
2024
Q1 		$625K Sell
3,600
-364
-9% -$62K 0.01% 833
2023
Q4 		$648K Sell
3,964
-619
-14% -$94.8K 0.01% 806
2023
Q3 		$693K Buy
4,583
+3,352
+272% +$541K 0.01% 748
2023
Q2 		$206K Buy
+1,231
New +$192K ﹤0.01% 1003
2023
Q1 		– Sell
-2,470
Closed -$434K – 1179
2022
Q4 		$434K Buy
2,470
+190
+8% +$35.1K 0.01% 741
2022
Q3 		$415K Buy
2,280
+22
+1% +$4.32K 0.01% 698
2022
Q2 		$407K Buy
+2,258
New +$423K 0.01% 718

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

Beacon Pointe Advisors's JKHY Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 2,624 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in JKHY as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in JKHY in Q2 2022 and has held it in 13 quarters since. The position peaked at $693K in Q3 2023. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Beacon Pointe Advisors held 2,624 shares of Jack Henry & Associates worth $361K as of Q2 2026.
  • Jack Henry & Associates was a new Beacon Pointe Advisors position in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1505 holding.
  • Beacon Pointe Advisors first reported a position in Jack Henry & Associates in Q2 2022 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's Jack Henry & Associates position peaked at $693K in Q3 2023.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.