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JFS Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

JFS Wealth 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 		$4.68K Sell
34
-22
-39% -$3.12K ﹤0.01% 1296
2026
Q1 		$8.85K Sell
56
-20
-26% -$3.43K ﹤0.01% 1000
2025
Q4 		$13.9K Buy
76
+17
+29% +$2.83K ﹤0.01% 867
2025
Q3 		$8.79K Sell
59
-23
-28% -$3.82K ﹤0.01% 938
2025
Q2 		$14.8K Sell
82
-12
-13% -$2.13K ﹤0.01% 734
2025
Q1 		$17.2K Hold
94
– – ﹤0.01% 707
2024
Q4 		$16.5K Hold
94
– – ﹤0.01% 695
2024
Q3 		$16.6K Hold
94
– – ﹤0.01% 680
2024
Q2 		$15.6K Hold
94
– – ﹤0.01% 659
2024
Q1 		$16.3K Hold
94
– – ﹤0.01% 672
2023
Q4 		$15.4K Buy
94
+27
+40% +$4.13K ﹤0.01% 652
2023
Q3 		$10.1K Sell
67
-17
-20% -$2.74K ﹤0.01% 722
2023
Q2 		$14.1K Buy
84
+16
+24% +$2.49K ﹤0.01% 620
2023
Q1 		$10.2K Sell
68
-29
-30% -$4.84K ﹤0.01% 713
2022
Q4 		$17K Sell
97
-4
-4% -$739 ﹤0.01% 563
2022
Q3 		$18K Sell
101
-10
-9% -$1.96K ﹤0.01% 593
2022
Q2 		$20K Buy
111
+25
+29% +$4.68K ﹤0.01% 584
2022
Q1 		$17K Buy
86
+71
+473% +$12.4K ﹤0.01% 642
2021
Q4 		$3K Buy
+15
New +$2.43K ﹤0.01% 953

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's JKHY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 39% in Q2 2026, selling an estimated $3.12K and leaving 34 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

JFS Wealth Advisors first reported a position in JKHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $20K in Q2 2022. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • JFS Wealth Advisors held 34 shares of Jack Henry & Associates worth $4.68K as of Q2 2026.
  • JFS Wealth Advisors sold 22 Jack Henry & Associates shares in Q2 2026, an estimated $3.12K.
  • Jack Henry & Associates made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1296 holding.
  • JFS Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Jack Henry & Associates position peaked at $20K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.