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

CBIZ Investment Advisory Services’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 		$4.74K Hold
30
– – ﹤0.01% 232
2026
Q1 		$4.74K Sell
30
-25
-45% -$4.28K ﹤0.01% 232
2025
Q4 		$10K Buy
55
+25
+83% +$4.17K ﹤0.01% 383
2025
Q3 		$4.47K Buy
30
+29
+2,900% +$4.81K ﹤0.01% 459
2025
Q2 		$180 Buy
+1
New +$178 ﹤0.01% 697

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

CBIZ Investment Advisory Services's JKHY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Jack Henry & Associates (JKHY) position steady in Q2 2026 at 30 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

CBIZ Investment Advisory Services first reported a position in JKHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $10K in Q4 2025. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • CBIZ Investment Advisory Services held 30 shares of Jack Henry & Associates worth $4.74K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Jack Henry & Associates share count unchanged in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #232 holding.
  • CBIZ Investment Advisory Services first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Jack Henry & Associates position peaked at $10K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.