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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Foundations Investment Advisors's JKHY Position: Q1 2026 in Review

Foundations Investment Advisors increased its Jack Henry & Associates (JKHY) stake by 2.1% in Q1 2026, buying an estimated $8.91K and bringing the position to 2,587 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #780.

Foundations Investment Advisors first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $463K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Foundations Investment Advisors held 2,587 shares of Jack Henry & Associates worth $409K as of Q1 2026.
  • Foundations Investment Advisors bought 52 Jack Henry & Associates shares in Q1 2026, an estimated $8.91K.
  • Jack Henry & Associates made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #780 holding.
  • Foundations Investment Advisors first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • Foundations Investment Advisors's Jack Henry & Associates position peaked at $463K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.