Gradient Investments’s Jack Henry & Associates JKHY Stock Holding History

Gradient Investments’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	–	Sell	-1,500	Closed	-$237K	–	462
2026 Q1	$237K	Hold	1,500	–	–	﹤0.01%	402
2025 Q4	$274K	Hold	1,500	–	–	﹤0.01%	321
2025 Q3	$223K	Hold	1,500	–	–	﹤0.01%	360
2025 Q2	$270K	Hold	1,500	–	–	﹤0.01%	323
2025 Q1	$274K	Hold	1,500	–	–	0.01%	290
2024 Q4	$263K	Hold	1,500	–	–	0.01%	269
2024 Q3	$265K	Hold	1,500	–	–	0.01%	268
2024 Q2	$249K	Hold	1,500	–	–	0.01%	292
2024 Q1	$261K	Sell	1,500 -2,065	-58%	-$351K	0.01%	271
2023 Q4	$583K	Hold	3,565	–	–	0.01%	226
2023 Q3	$539K	Buy	3,565 +835	+31%	+$135K	0.01%	218
2023 Q2	$457K	Hold	2,730	–	–	0.01%	240
2023 Q1	$411K	Hold	2,730	–	–	0.01%	244
2022 Q4	$479K	Hold	2,730	–	–	0.02%	229
2022 Q3	$498K	Sell	2,730 -100	-4%	-$19.6K	0.02%	207
2022 Q2	$509K	Buy	2,830 +708	+33%	+$133K	0.01%	212
2022 Q1	$418K	Buy	+2,122	New	+$371K	0.01%	238
2019 Q4	–	Sell	-3	Closed	–	–	1162
2019 Q3	$0	Buy	+3	New	+$425	﹤0.01%	1169

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's JKHY Position: Q2 2026 in Review

Gradient Investments sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,500 shares — an estimated $237K sold.

Gradient Investments first reported a position in JKHY in Q3 2019 and held it in 18 quarters. The position peaked at $583K in Q4 2023. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Gradient Investments reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
Gradient Investments sold 1,500 Jack Henry & Associates shares in Q2 2026, an estimated $237K.
Gradient Investments first reported a position in Jack Henry & Associates in Q3 2019 and held it in 18 quarters.
Gradient Investments's Jack Henry & Associates position peaked at $583K in Q4 2023.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.