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Harbor Investment Advisory’s Jack Henry & Associates JKHY Stock Holding History

Harbor Investment Advisory’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
Q3 		$25.9K Sell
181
-175
-49% -$27.2K ﹤0.01% 922
2026
Q2 		$49K Hold
356
– – ﹤0.01% 763
2026
Q1 		$56.3K Hold
356
– – ﹤0.01% 600
2025
Q4 		$65K Buy
356
+6
+2% +$1K ﹤0.01% 600
2025
Q3 		$52.1K Hold
350
– – ﹤0.01% 630
2025
Q2 		$63.1K Hold
350
– – 0.01% 584
2025
Q1 		$63.9K Hold
350
– – 0.01% 556
2024
Q4 		$61.4K Hold
350
– – 0.01% 553
2024
Q3 		$61.8K Sell
350
-1
-0.3% -$169 0.01% 556
2024
Q2 		$58.3K Buy
351
+1
+0.3% +$166 0.01% 557
2024
Q1 		$60.8K Hold
350
– – 0.01% 546
2023
Q4 		$57.2K Sell
350
-150
-30% -$23K 0.01% 542
2023
Q3 		$75.6K Sell
500
-13
-3% -$2.1K 0.01% 455
2023
Q2 		$85.8K Sell
513
-44
-8% -$6.85K 0.01% 543
2023
Q1 		$84K Sell
557
-6
-1% -$1K 0.01% 547
2022
Q4 		$98.8K Sell
563
-2
-0.4% -$369 0.02% 497
2022
Q3 		$103K Buy
565
+2
+0.4% +$392 0.02% 460
2022
Q2 		$101K Sell
563
-4
-0.7% -$749 0.02% 500
2022
Q1 		$112K Sell
567
-107
-16% -$18.7K 0.01% 503
2021
Q4 		$113K Buy
674
+640
+1,882% +$104K 0.01% 504
2021
Q3 		$6K Hold
34
– – ﹤0.01% 1132
2021
Q2 		$6K Buy
34
+23
+209% +$3.67K ﹤0.01% 1082
2021
Q1 		$2K Buy
+11
New +$1.68K ﹤0.01% 1177

Other funds holding JKHY

WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Harbor Investment Advisory's JKHY Position: Q3 2026 in Review

Harbor Investment Advisory reduced its Jack Henry & Associates (JKHY) stake by 49% in Q3 2026, selling an estimated $27.2K and leaving 181 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Harbor Investment Advisory first reported a position in JKHY in Q1 2021 and has held it in 23 quarters since. The position peaked at $113K in Q4 2021. 51 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Harbor Investment Advisory held 181 shares of Jack Henry & Associates worth $25.9K as of Q3 2026.
  • Harbor Investment Advisory sold 175 Jack Henry & Associates shares in Q3 2026, an estimated $27.2K.
  • Jack Henry & Associates made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #922 holding.
  • Harbor Investment Advisory first reported a position in Jack Henry & Associates in Q1 2021 and has held it in 23 quarters since.
  • Harbor Investment Advisory's Jack Henry & Associates position peaked at $113K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.