LPL Financial
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LPL Financial’s Jack Henry & Associates JKHY Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-8,800
Closed -$1.31M – 5972
2025
Q3 		$1.31M Buy
+8,800
New +$1.46M ﹤0.01% 3739

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LPL Financial's JKHY Position: Q2 2026 in Review

LPL Financial reduced its Jack Henry & Associates (JKHY) stake by 13% in Q2 2026, selling an estimated $2.35M and leaving 107,483 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

LPL Financial first reported a position in JKHY in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.8M in Q4 2025. 364 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • LPL Financial held 107,483 shares of Jack Henry & Associates worth $14.8M as of Q2 2026.
  • LPL Financial sold 16,552 Jack Henry & Associates shares in Q2 2026, an estimated $2.35M.
  • Jack Henry & Associates made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1792 holding.
  • LPL Financial first reported a position in Jack Henry & Associates in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Jack Henry & Associates position peaked at $24.8M in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.