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Callan Family Office’s Jack Henry & Associates JKHY Stock Holding History

Callan Family Office’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 		$6.23M Buy
39,389
+852
+2% +$146K 0.14% 156
2025
Q4 		$7.03M Buy
38,537
+18,046
+88% +$3.01M 0.15% 131
2025
Q3 		$3.05M Sell
20,491
-1,555
-7% -$258K 0.1% 214
2025
Q2 		$3.97M Buy
22,046
+19,930
+942% +$3.54M 0.13% 179
2025
Q1 		$386K Sell
2,116
-942
-31% -$164K 0.03% 379
2024
Q4 		$536K Buy
+3,058
New +$547K 0.03% 353

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

Callan Family Office's JKHY Position: Q1 2026 in Review

Callan Family Office increased its Jack Henry & Associates (JKHY) stake by 2.2% in Q1 2026, buying an estimated $146K and bringing the position to 39,389 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #156.

Callan Family Office first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.03M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Callan Family Office held 39,389 shares of Jack Henry & Associates worth $6.23M as of Q1 2026.
  • Callan Family Office bought 852 Jack Henry & Associates shares in Q1 2026, an estimated $146K.
  • Jack Henry & Associates made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #156 holding.
  • Callan Family Office first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Jack Henry & Associates position peaked at $7.03M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.