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Bullock Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Bullock Wealth 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
Q2 		$121K Buy
852
+23
+3% +$3.26K 0.05% 208
2026
Q1 		$129K Buy
829
+2
+0.2% +$343 0.06% 198
2025
Q4 		$151K Hold
827
– – 0.07% 184
2025
Q3 		$121K Buy
827
+121
+17% +$20.1K 0.06% 196
2025
Q2 		$129K Sell
706
-48
-6% -$8.52K 0.07% 182
2025
Q1 		$139K Buy
754
+2
+0.3% +$349 0.08% 180
2024
Q4 		$132K Buy
752
+1
+0.1% +$179 0.08% 186
2024
Q3 		$135K Hold
751
– – 0.08% 174
2024
Q2 		$123K Buy
751
+32
+4% +$5.31K 0.08% 171
2024
Q1 		$123K Buy
+719
New +$122K 0.08% 172

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's JKHY Position: Q2 2026 in Review

Bullock Wealth Management increased its Jack Henry & Associates (JKHY) stake by 2.8% in Q2 2026, buying an estimated $3.26K and bringing the position to 852 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #208.

Bullock Wealth Management first reported a position in JKHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $151K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Bullock Wealth Management held 852 shares of Jack Henry & Associates worth $121K as of Q2 2026.
  • Bullock Wealth Management bought 23 Jack Henry & Associates shares in Q2 2026, an estimated $3.26K.
  • Jack Henry & Associates made up 0.05% of Bullock Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Bullock Wealth Management first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Jack Henry & Associates position peaked at $151K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.