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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
Q2 		$397K Sell
2,879
-414
-13% -$58.7K 0.02% 357
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 0.05% 259

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's JKHY Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Jack Henry & Associates (JKHY) stake by 13% in Q2 2026, selling an estimated $58.7K and leaving 2,879 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #357.

Coastal Bridge Advisors first reported a position in JKHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $614K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Coastal Bridge Advisors held 2,879 shares of Jack Henry & Associates worth $397K as of Q2 2026.
  • Coastal Bridge Advisors sold 414 Jack Henry & Associates shares in Q2 2026, an estimated $58.7K.
  • Jack Henry & Associates made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #357 holding.
  • Coastal Bridge Advisors first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Jack Henry & Associates position peaked at $614K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.