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Crestwood Advisors Group’s Jack Henry & Associates JKHY Stock Holding History

Crestwood Advisors 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 		$292K Buy
2,118
+266
+14% +$37.7K ﹤0.01% 692
2026
Q1 		$293K Buy
1,852
+505
+37% +$86.5K ﹤0.01% 582
2025
Q4 		$246K Buy
+1,347
New +$224K ﹤0.01% 592

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's JKHY Position: Q2 2026 in Review

Crestwood Advisors Group increased its Jack Henry & Associates (JKHY) stake by 14% in Q2 2026, buying an estimated $37.7K and bringing the position to 2,118 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Crestwood Advisors Group first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Crestwood Advisors Group held 2,118 shares of Jack Henry & Associates worth $292K as of Q2 2026.
  • Crestwood Advisors Group bought 266 Jack Henry & Associates shares in Q2 2026, an estimated $37.7K.
  • Jack Henry & Associates made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #692 holding.
  • Crestwood Advisors Group first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Jack Henry & Associates position peaked at $293K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.