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CX Institutional’s Jack Henry & Associates JKHY Stock Holding History

CX Institutional’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 		$82K Buy
598
+48
+9% +$6.81K ﹤0.01% 900
2026
Q1 		$87K Sell
550
-110
-17% -$18.8K ﹤0.01% 880
2025
Q4 		$120K Buy
660
+431
+188% +$71.8K ﹤0.01% 820
2025
Q3 		$34K Sell
229
-1,035
-82% -$172K ﹤0.01% 1006
2025
Q2 		$228K Buy
1,264
+75
+6% +$13.3K 0.01% 585
2025
Q1 		$217K Buy
+1,189
New +$208K 0.01% 577
2022
Q3 		– Sell
-193
Closed -$35K – 823
2022
Q2 		$35K Buy
+193
New +$36.1K ﹤0.01% 743
2021
Q4 		– Sell
-168
Closed -$28K – 647
2021
Q3 		$28K Buy
168
+7
+4% +$1.2K ﹤0.01% 685
2021
Q2 		$26K Buy
161
+35
+28% +$5.59K ﹤0.01% 690
2021
Q1 		$19K Buy
126
+83
+193% +$12.7K ﹤0.01% 680
2020
Q4 		$7K Sell
43
-4
-9% -$635 ﹤0.01% 768
2020
Q3 		$8K Sell
47
-15
-24% -$2.6K ﹤0.01% 699
2020
Q2 		$11K Buy
62
+40
+182% +$6.97K ﹤0.01% 549
2020
Q1 		$3K Hold
22
– – ﹤0.01% 619
2019
Q4 		$3K Hold
22
– – ﹤0.01% 633
2019
Q3 		$3K Sell
22
-2
-8% -$283 ﹤0.01% 675
2019
Q2 		$3K Buy
24
+10
+71% +$1.38K ﹤0.01% 698
2019
Q1 		$2K Buy
+14
New +$1.85K ﹤0.01% 689

Other funds holding JKHY

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CX Institutional's JKHY Position: Q2 2026 in Review

CX Institutional increased its Jack Henry & Associates (JKHY) stake by 8.7% in Q2 2026, buying an estimated $6.81K and bringing the position to 598 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

CX Institutional first reported a position in JKHY in Q1 2019 and has held it in 18 quarters since. The position peaked at $228K in Q2 2025. 110 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • CX Institutional held 598 shares of Jack Henry & Associates worth $82K as of Q2 2026.
  • CX Institutional bought 48 Jack Henry & Associates shares in Q2 2026, an estimated $6.81K.
  • Jack Henry & Associates made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #900 holding.
  • CX Institutional first reported a position in Jack Henry & Associates in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's Jack Henry & Associates position peaked at $228K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.