Cape Investment Advisory’s Jack Henry & Associates JKHY Stock Holding History

Cape Investment Advisory’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 Q3	$1.29K	Sell	9 -8	-47%	-$1.25K	﹤0.01%	1320
2026 Q2	$2.34K	Buy	+17	New	+$2.41K	﹤0.01%	1213
2026 Q1	–	Sell	-11	Closed	-$2.01K	–	721
2025 Q4	$2.01K	Hold	11	–	–	﹤0.01%	1104
2025 Q3	$1.64K	Hold	11	–	–	﹤0.01%	699
2025 Q2	$1.98K	Hold	11	–	–	﹤0.01%	941
2025 Q1	$2.01K	Hold	11	–	–	﹤0.01%	891
2024 Q4	$1.93K	Hold	11	–	–	﹤0.01%	884
2024 Q3	$1.94K	Buy	+11	New	+$1.86K	﹤0.01%	824

Other funds holding JKHY

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Cape Investment Advisory's JKHY Position: Q3 2026 in Review

Cape Investment Advisory reduced its Jack Henry & Associates (JKHY) stake by 47% in Q3 2026, selling an estimated $1.25K and leaving 9 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Cape Investment Advisory first reported a position in JKHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.34K in Q2 2026. 47 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

Cape Investment Advisory held 9 shares of Jack Henry & Associates worth $1.29K as of Q3 2026.
Cape Investment Advisory sold 8 Jack Henry & Associates shares in Q3 2026, an estimated $1.25K.
Jack Henry & Associates made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1320 holding.
Cape Investment Advisory first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 8 quarters since.
Cape Investment Advisory's Jack Henry & Associates position peaked at $2.34K in Q2 2026.
47 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.