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EverSource Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

EverSource Wealth 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 		$231K Buy
1,680
+100
+6% +$14.2K 0.01% 932
2026
Q1 		$250K Sell
1,580
-3
-0.2% -$514 0.01% 932
2025
Q4 		$289K Buy
1,583
+125
+9% +$20.8K 0.01% 779
2025
Q3 		$217K Sell
1,458
-424
-23% -$70.4K 0.01% 866
2025
Q2 		$339K Sell
1,882
-378
-17% -$67.1K 0.02% 615
2025
Q1 		$413K Sell
2,260
-25
-1% -$4.36K 0.02% 432
2024
Q4 		$401K Buy
2,285
+79
+4% +$14.1K 0.02% 424
2024
Q3 		$390K Buy
2,206
+35
+2% +$5.92K 0.02% 383
2024
Q2 		$372K Buy
2,171
+3
+0.1% +$498 0.02% 376
2024
Q1 		$353K Sell
2,168
-3
-0.1% -$511 0.03% 340
2023
Q4 		$355K Sell
2,171
-7
-0.3% -$1.07K 0.03% 308
2023
Q3 		$329K Sell
2,178
-67
-3% -$10.8K 0.03% 288
2023
Q2 		$376K Buy
2,245
+191
+9% +$29.7K 0.04% 269
2023
Q1 		$310K Buy
2,054
+341
+20% +$56.9K 0.04% 292
2022
Q4 		$301K Sell
1,713
-1,105
-39% -$204K 0.05% 283
2022
Q3 		$514K Sell
2,818
-377
-12% -$74K 0.12% 171
2022
Q2 		$575K Buy
3,195
+319
+11% +$59.7K 0.15% 127
2022
Q1 		$567K Buy
2,876
+1,688
+142% +$295K 0.14% 133
2021
Q4 		$198K Buy
+1,188
New +$192K 0.06% 223

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

EverSource Wealth Advisors's JKHY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Jack Henry & Associates (JKHY) stake by 6.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,680 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #932.

EverSource Wealth Advisors first reported a position in JKHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $575K in Q2 2022. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • EverSource Wealth Advisors held 1,680 shares of Jack Henry & Associates worth $231K as of Q2 2026.
  • EverSource Wealth Advisors bought 100 Jack Henry & Associates shares in Q2 2026, an estimated $14.2K.
  • Jack Henry & Associates made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #932 holding.
  • EverSource Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Jack Henry & Associates position peaked at $575K in Q2 2022.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.