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Cornerstone Planning Group’s Jack Henry & Associates JKHY Stock Holding History

Cornerstone Planning 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
Q2 		$9.25K Buy
63
+14
+29% +$1.99K ﹤0.01% 913
2026
Q1 		$7.19K Sell
49
-22
-31% -$3.77K ﹤0.01% 1000
2025
Q4 		$12.8K Buy
71
+43
+154% +$7.16K ﹤0.01% 723
2025
Q3 		$4.2K Buy
28
+18
+180% +$2.99K ﹤0.01% 997
2025
Q2 		$1.66K Buy
10
+8
+400% +$1.42K ﹤0.01% 993
2025
Q1 		$346 Hold
2
– – ﹤0.01% 1382
2024
Q4 		$355 Hold
2
– – ﹤0.01% 1238
2024
Q3 		$365 Hold
2
– – ﹤0.01% 1148
2024
Q2 		$328 Buy
+2
New +$332 ﹤0.01% 1133
2022
Q4 		$885 Buy
+5
New +$923 ﹤0.01% 1384

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Cornerstone Planning Group's JKHY Position: Q2 2026 in Review

Cornerstone Planning Group increased its Jack Henry & Associates (JKHY) stake by 29% in Q2 2026, buying an estimated $1.99K and bringing the position to 63 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Cornerstone Planning Group first reported a position in JKHY in Q4 2022 and has held it in 10 quarters since. The position peaked at $12.8K in Q4 2025. 393 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Cornerstone Planning Group held 63 shares of Jack Henry & Associates worth $9.25K as of Q2 2026.
  • Cornerstone Planning Group bought 14 Jack Henry & Associates shares in Q2 2026, an estimated $1.99K.
  • Jack Henry & Associates made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #913 holding.
  • Cornerstone Planning Group first reported a position in Jack Henry & Associates in Q4 2022 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Jack Henry & Associates position peaked at $12.8K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.