Greenleaf Trust’s Jack Henry & Associates JKHY Stock Holding History

Greenleaf Trust’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	$250K	Sell	1,583 -114	-7%	-$19.5K	﹤0.01%	712
2025 Q4	$310K	Buy	+1,697	New	+$283K	﹤0.01%	645
2022 Q4	–	Sell	-1,146	Closed	-$209K	–	760
2022 Q3	$209K	Buy	+1,146	New	+$225K	﹤0.01%	656
2022 Q2	–	Sell	-1,016	Closed	-$200K	–	753
2022 Q1	$200K	Buy	+1,016	New	+$178K	﹤0.01%	731

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Greenleaf Trust's JKHY Position: Q1 2026 in Review

Greenleaf Trust reduced its Jack Henry & Associates (JKHY) stake by 6.7% in Q1 2026, selling an estimated $19.5K and leaving 1,583 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Greenleaf Trust first reported a position in JKHY in Q1 2022 and has held it in 4 quarters since. The position peaked at $310K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Greenleaf Trust held 1,583 shares of Jack Henry & Associates worth $250K as of Q1 2026.
Greenleaf Trust sold 114 Jack Henry & Associates shares in Q1 2026, an estimated $19.5K.
Jack Henry & Associates made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #712 holding.
Greenleaf Trust first reported a position in Jack Henry & Associates in Q1 2022 and has held it in 4 quarters since.
Greenleaf Trust's Jack Henry & Associates position peaked at $310K in Q4 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.