MassMutual Private Wealth & Trust’s Jack Henry & Associates JKHY Stock Holding History

MassMutual Private Wealth & 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 Q2	$27.8K	Sell	202 -62	-23%	-$8.8K	﹤0.01%	1002
2026 Q1	$41.7K	Buy	264 +5	+2%	+$856	﹤0.01%	825
2025 Q4	$47.3K	Buy	259 +117	+82%	+$19.5K	﹤0.01%	809
2025 Q3	$21.1K	Sell	142 -41	-22%	-$6.81K	﹤0.01%	1098
2025 Q2	$33K	Buy	183 +23	+14%	+$4.08K	﹤0.01%	916
2025 Q1	$29.2K	Buy	160 +14	+10%	+$2.44K	﹤0.01%	889
2024 Q4	$25.6K	Buy	146 +20	+16%	+$3.57K	﹤0.01%	926
2024 Q3	$22.2K	Sell	126 -3	-2%	-$508	﹤0.01%	873
2024 Q2	$21.4K	Buy	129 +44	+52%	+$7.3K	﹤0.01%	845
2024 Q1	$14.8K	Hold	85	–	–	﹤0.01%	913
2023 Q4	$13.9K	Sell	85 -46	-35%	-$7.04K	﹤0.01%	907
2023 Q3	$19.8K	Buy	131 +50	+62%	+$8.07K	﹤0.01%	805
2023 Q2	$13.6K	Sell	81 -39	-33%	-$6.07K	﹤0.01%	865
2023 Q1	$18.1K	Buy	120 +93	+344%	+$15.5K	﹤0.01%	760
2022 Q4	$5K	Buy	27 +3	+13%	+$554	﹤0.01%	990
2022 Q3	$4K	Buy	24 +15	+167%	+$2.94K	﹤0.01%	1018
2022 Q2	$2K	Buy	9 +5	+125%	+$936	﹤0.01%	1150
2022 Q1	$1K	Buy	+4	New	+$700	﹤0.01%	1349
2016 Q2	$28.1K	Hold	322	–	–	﹤0.01%	437
2016 Q1	$27.2K	Buy	322 +245	+318%	+$19.7K	﹤0.01%	418
2015 Q4	$6.01K	Hold	77	–	–	﹤0.01%	545
2015 Q3	$4.29K	Hold	77	–	–	﹤0.01%	645
2015 Q2	$4.58K	Hold	77	–	–	﹤0.01%	578
2015 Q1	$5.38K	Hold	77	–	–	﹤0.01%	583
2014 Q4	$4.79K	Hold	77	–	–	﹤0.01%	500
2014 Q3	$4.29K	Hold	77	–	–	﹤0.01%	623
2014 Q2	$4.58K	Hold	77	–	–	﹤0.01%	446
2014 Q1	$4.29K	Hold	77	–	–	﹤0.01%	428
2013 Q4	$4.56K	Buy	+77	New	+$4.29K	﹤0.01%	368

Other funds holding JKHY

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's JKHY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Jack Henry & Associates (JKHY) stake by 23% in Q2 2026, selling an estimated $8.8K and leaving 202 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

MassMutual Private Wealth & Trust first reported a position in JKHY in Q4 2013 and has held it in 29 quarters since. The position peaked at $47.3K in Q4 2025. 250 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

MassMutual Private Wealth & Trust held 202 shares of Jack Henry & Associates worth $27.8K as of Q2 2026.
MassMutual Private Wealth & Trust sold 62 Jack Henry & Associates shares in Q2 2026, an estimated $8.8K.
Jack Henry & Associates made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1002 holding.
MassMutual Private Wealth & Trust first reported a position in Jack Henry & Associates in Q4 2013 and has held it in 29 quarters since.
MassMutual Private Wealth & Trust's Jack Henry & Associates position peaked at $47.3K in Q4 2025.
250 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.