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Financial Gravity Companies’s Jack Henry & Associates JKHY Stock Holding History

Financial Gravity Companies’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 		$4.13K Buy
+30
New +$4.26K ﹤0.01% 697
2024
Q4 		$2.28K Hold
13
– – ﹤0.01% 749
2024
Q3 		$2.29K Buy
+13
New +$2.2K ﹤0.01% 492
2018
Q4 		$102K Buy
+755
New +$107K 0.09% 210
2018
Q1 		$249K Sell
2,108
-542
-20% -$65.9K 0.25% 70
2017
Q4 		$330K Buy
+2,650
New +$296K 0.38% 40

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's JKHY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 30 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JKHY as recently as Q4 2024.

Financial Gravity Companies first reported a position in JKHY in Q4 2017 and has held it in 6 quarters since. The position peaked at $330K in Q4 2017. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Financial Gravity Companies held 30 shares of Jack Henry & Associates worth $4.13K as of Q2 2026.
  • Jack Henry & Associates was a new Financial Gravity Companies position in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #697 holding.
  • Financial Gravity Companies first reported a position in Jack Henry & Associates in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Jack Henry & Associates position peaked at $330K in Q4 2017.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.