Clean Yield Group
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Clean Yield Group’s Jack Henry & Associates JKHY Stock Holding History

Clean Yield Group’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 		$4.77M Buy
33,268
+543
+2% +$84.5K 1.16% 29
2026
Q2 		$4.51M Sell
32,725
-514
-2% -$72.9K 1.12% 34
2026
Q1 		$5.25M Buy
33,239
+505
+2% +$86.5K 1.48% 17
2025
Q4 		$5.97M Buy
32,734
+383
+1% +$63.8K 1.66% 15
2025
Q3 		$4.82M Buy
32,351
+585
+2% +$97.1K 1.36% 25
2025
Q2 		$5.72M Sell
31,766
-456
-1% -$81K 1.71% 17
2025
Q1 		$5.88M Buy
32,222
+9,529
+42% +$1.66M 1.92% 13
2024
Q4 		$3.98M Buy
+22,693
New +$4.06M 1.27% 26

Other funds holding JKHY

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Walker Asset Management
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Clean Yield Group's JKHY Position: Q3 2026 in Review

Clean Yield Group increased its Jack Henry & Associates (JKHY) stake by 1.7% in Q3 2026, buying an estimated $84.5K and bringing the position to 33,268 shares worth $4.77M. The position accounts for 1.16% of the portfolio, ranked #29.

Clean Yield Group first reported a position in JKHY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.97M in Q4 2025. 237 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Clean Yield Group held 33,268 shares of Jack Henry & Associates worth $4.77M as of Q3 2026.
  • Clean Yield Group bought 543 Jack Henry & Associates shares in Q3 2026, an estimated $84.5K.
  • Jack Henry & Associates made up 1.16% of Clean Yield Group's portfolio in Q3 2026, its #29 holding.
  • Clean Yield Group first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 8 quarters since.
  • Clean Yield Group's Jack Henry & Associates position peaked at $5.97M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.