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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
Q2 		$497K Sell
3,611
-854
-19% -$121K 0.01% 449
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

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

Midwest Trust's JKHY Position: Q2 2026 in Review

Midwest Trust reduced its Jack Henry & Associates (JKHY) stake by 19% in Q2 2026, selling an estimated $121K and leaving 3,611 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #449.

Midwest Trust first reported a position in JKHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $706K in Q1 2026. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Midwest Trust held 3,611 shares of Jack Henry & Associates worth $497K as of Q2 2026.
  • Midwest Trust sold 854 Jack Henry & Associates shares in Q2 2026, an estimated $121K.
  • Jack Henry & Associates made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #449 holding.
  • Midwest Trust first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Jack Henry & Associates position peaked at $706K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.