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Excelsior Advisor Network’s Jack Henry & Associates JKHY Stock Holding History

Excelsior Advisor Network’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 		$499K Buy
+3,624
New +$514K 0.07% 270

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

Excelsior Advisor Network's JKHY Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 3,624 shares worth $499K. The stake represents 0.07% of the portfolio and ranks #270 among its holdings.

709 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Excelsior Advisor Network held 3,624 shares of Jack Henry & Associates worth $499K as of Q2 2026.
  • Jack Henry & Associates was a new Excelsior Advisor Network position in Q2 2026.
  • Jack Henry & Associates made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #270 holding.
  • 709 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.