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Midwest Trust’s Jack Henry & Associates JKHY Stock Holding History

Midwest 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
Q1 		$706K Buy
4,465
+1,692
+61% +$290K 0.01% 383
2025
Q4 		$506K Sell
2,773
-357
-11% -$59.5K 0.01% 429
2025
Q3 		$466K Sell
3,130
-645
-17% -$107K 0.01% 435
2025
Q2 		$680K Buy
+3,775
New +$670K 0.01% 385

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Midwest Trust's JKHY Position: Q1 2026 in Review

Midwest Trust increased its Jack Henry & Associates (JKHY) stake by 61% in Q1 2026, buying an estimated $290K and bringing the position to 4,465 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #383.

Midwest Trust first reported a position in JKHY in Q2 2025 and has held it in 4 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Midwest Trust held 4,465 shares of Jack Henry & Associates worth $706K as of Q1 2026.
  • Midwest Trust bought 1,692 Jack Henry & Associates shares in Q1 2026, an estimated $290K.
  • Jack Henry & Associates made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #383 holding.
  • Midwest Trust first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 4 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.