Mather Group
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Mather Group’s Jack Henry & Associates JKHY Stock Holding History

Mather Group’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 		$58.4K Buy
408
+175
+75% +$27.2K ﹤0.01% 1116
2026
Q2 		$32.1K Sell
233
-204
-47% -$28.9K ﹤0.01% 1218
2026
Q1 		$69.1K Buy
+437
New +$74.8K ﹤0.01% 988
2025
Q4 		– Sell
-866
Closed -$129K – 1168
2025
Q3 		$129K Buy
+866
New +$144K ﹤0.01% 720
2025
Q2 		– Sell
-800
Closed -$146K – 1189
2025
Q1 		$146K Buy
800
+39
+5% +$6.81K ﹤0.01% 671
2024
Q4 		$133K Buy
761
+83
+12% +$14.8K ﹤0.01% 680
2024
Q3 		$120K Sell
678
-6
-0.9% -$1.02K ﹤0.01% 700
2024
Q2 		$119K Buy
684
+36
+6% +$5.98K ﹤0.01% 764
2024
Q1 		$106K Buy
+648
New +$110K ﹤0.01% 691

Other funds holding JKHY

Walker Asset Management
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Forvis Mazars Wealth Advisors
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mather Group's JKHY Position: Q3 2026 in Review

Mather Group increased its Jack Henry & Associates (JKHY) stake by 75% in Q3 2026, buying an estimated $27.2K and bringing the position to 408 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Mather Group first reported a position in JKHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $146K in Q1 2025. 145 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Mather Group held 408 shares of Jack Henry & Associates worth $58.4K as of Q3 2026.
  • Mather Group bought 175 Jack Henry & Associates shares in Q3 2026, an estimated $27.2K.
  • Jack Henry & Associates made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1116 holding.
  • Mather Group first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Jack Henry & Associates position peaked at $146K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.