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Boreal Capital Management’s Jack Henry & Associates JKHY Stock Holding History

Boreal Capital Management’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
Q1 		$15.8K Hold
100
– – 0.01% 275
2025
Q4 		$18.2K Hold
100
– – 0.01% 281
2025
Q3 		$14.9K Hold
100
– – 0.01% 310
2025
Q2 		$18K Buy
+100
New +$17.8K 0.01% 282

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boreal Capital Management's JKHY Position: Q1 2026 in Review

Boreal Capital Management held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 100 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #275.

Boreal Capital Management first reported a position in JKHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Boreal Capital Management held 100 shares of Jack Henry & Associates worth $15.8K as of Q1 2026.
  • Boreal Capital Management left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up 0.01% of Boreal Capital Management's portfolio in Q1 2026, its #275 holding.
  • Boreal Capital Management first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Jack Henry & Associates position peaked at $18.2K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.