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Foundations Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Foundations Investment 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 		$291K Sell
2,114
-473
-18% -$67.1K ﹤0.01% 979
2026
Q1 		$409K Buy
2,587
+52
+2% +$8.91K 0.01% 780
2025
Q4 		$463K Sell
2,535
-224
-8% -$37.3K 0.01% 739
2025
Q3 		$411K Buy
2,759
+339
+14% +$56.3K 0.01% 724
2025
Q2 		$436K Buy
2,420
+49
+2% +$8.7K 0.01% 628
2025
Q1 		$433K Buy
2,371
+1,063
+81% +$186K 0.01% 616
2024
Q4 		$229K Buy
+1,308
New +$234K ﹤0.01% 756

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

Foundations Investment Advisors's JKHY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Jack Henry & Associates (JKHY) stake by 18% in Q2 2026, selling an estimated $67.1K and leaving 2,114 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Foundations Investment Advisors first reported a position in JKHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $463K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Foundations Investment Advisors held 2,114 shares of Jack Henry & Associates worth $291K as of Q2 2026.
  • Foundations Investment Advisors sold 473 Jack Henry & Associates shares in Q2 2026, an estimated $67.1K.
  • Jack Henry & Associates made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #979 holding.
  • Foundations Investment Advisors first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Jack Henry & Associates position peaked at $463K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.