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Clearstead Advisors’s Jack Henry & Associates JKHY Stock Holding History

Clearstead Advisors’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 		$25.4K Sell
161
-164
-50% -$28.1K ﹤0.01% 1399
2025
Q4 		$59.4K Buy
325
+127
+64% +$21.2K ﹤0.01% 1325
2025
Q3 		$29.5K Sell
198
-108
-35% -$17.9K ﹤0.01% 1471
2025
Q2 		$55.1K Buy
306
+62
+25% +$11K ﹤0.01% 1261
2025
Q1 		$44.6K Sell
244
-1,329
-84% -$232K ﹤0.01% 1198
2024
Q4 		$276K Sell
1,573
-13
-0.8% -$2.32K ﹤0.01% 754
2024
Q3 		$280K Sell
1,586
-99
-6% -$16.8K ﹤0.01% 743
2024
Q2 		$280K Buy
1,685
+1,551
+1,157% +$258K ﹤0.01% 709
2024
Q1 		$22.5K Sell
134
-11
-8% -$1.87K ﹤0.01% 931
2023
Q4 		$23.7K Sell
145
-133
-48% -$20.4K ﹤0.01% 906
2023
Q3 		$42K Buy
278
+156
+128% +$25.2K ﹤0.01% 908
2023
Q2 		$20.4K Sell
122
-22
-15% -$3.42K ﹤0.01% 889
2023
Q1 		$21.7K Buy
+144
New +$24K ﹤0.01% 840
2022
Q3 		– Sell
-35
Closed -$6K – 1306
2022
Q2 		$6K Buy
+35
New +$6.55K ﹤0.01% 985
2021
Q3 		– Sell
-15
Closed -$2K – 1339
2021
Q2 		$2K Buy
+15
New +$2.4K ﹤0.01% 1050

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

Clearstead Advisors's JKHY Position: Q1 2026 in Review

Clearstead Advisors reduced its Jack Henry & Associates (JKHY) stake by 50% in Q1 2026, selling an estimated $28.1K and leaving 161 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Clearstead Advisors first reported a position in JKHY in Q2 2021 and has held it in 15 quarters since. The position peaked at $280K in Q3 2024. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Clearstead Advisors held 161 shares of Jack Henry & Associates worth $25.4K as of Q1 2026.
  • Clearstead Advisors sold 164 Jack Henry & Associates shares in Q1 2026, an estimated $28.1K.
  • Jack Henry & Associates made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1399 holding.
  • Clearstead Advisors first reported a position in Jack Henry & Associates in Q2 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's Jack Henry & Associates position peaked at $280K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.