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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
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

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

Clean Yield Group's JKHY Position: Q1 2026 in Review

Clean Yield Group increased its Jack Henry & Associates (JKHY) stake by 1.5% in Q1 2026, buying an estimated $86.5K and bringing the position to 33,239 shares worth $5.25M. The position accounts for 1.48% of the portfolio, ranked #17.

Clean Yield Group first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.97M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Clean Yield Group held 33,239 shares of Jack Henry & Associates worth $5.25M as of Q1 2026.
  • Clean Yield Group bought 505 Jack Henry & Associates shares in Q1 2026, an estimated $86.5K.
  • Jack Henry & Associates made up 1.48% of Clean Yield Group's portfolio in Q1 2026, its #17 holding.
  • Clean Yield Group first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • Clean Yield Group's Jack Henry & Associates position peaked at $5.97M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.