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Lodestone Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Lodestone Wealth Management’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 		$1.79K Hold
13
– – ﹤0.01% 695
2026
Q1 		$2.06K Hold
13
– – ﹤0.01% 663
2025
Q4 		$2.37K Buy
+13
New +$2.17K ﹤0.01% 657

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

Lodestone Wealth Management's JKHY Position: Q2 2026 in Review

Lodestone Wealth Management held its Jack Henry & Associates (JKHY) position steady in Q2 2026 at 13 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Lodestone Wealth Management first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37K in Q4 2025. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Lodestone Wealth Management held 13 shares of Jack Henry & Associates worth $1.79K as of Q2 2026.
  • Lodestone Wealth Management left its Jack Henry & Associates share count unchanged in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #695 holding.
  • Lodestone Wealth Management first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Jack Henry & Associates position peaked at $2.37K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.