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Coastal Bridge Advisors’s Jack Henry & Associates JKHY Stock Holding History

Coastal Bridge 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 		$520K Sell
3,293
-69
-2% -$11.8K 0.04% 304
2025
Q4 		$614K Buy
3,362
+33
+1% +$5.5K 0.05% 283
2025
Q3 		$496K Buy
3,329
+11
+0.3% +$1.83K 0.04% 298
2025
Q2 		$598K Buy
3,318
+32
+1% +$5.68K 0.05% 268
2025
Q1 		$600K Buy
+3,286
New +$574K 0.15% 147

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

Coastal Bridge Advisors's JKHY Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Jack Henry & Associates (JKHY) stake by 2.1% in Q1 2026, selling an estimated $11.8K and leaving 3,293 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #304.

Coastal Bridge Advisors first reported a position in JKHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $614K in Q4 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Coastal Bridge Advisors held 3,293 shares of Jack Henry & Associates worth $520K as of Q1 2026.
  • Coastal Bridge Advisors sold 69 Jack Henry & Associates shares in Q1 2026, an estimated $11.8K.
  • Jack Henry & Associates made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #304 holding.
  • Coastal Bridge Advisors first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Jack Henry & Associates position peaked at $614K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.