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Mount Yale Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Mount Yale Investment Advisors’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 		$399K Buy
2,900
+65
+2% +$9.22K 0.01% 866
2026
Q1 		$448K Buy
2,835
+98
+4% +$16.8K 0.01% 753
2025
Q4 		$499K Buy
2,737
+865
+46% +$144K 0.02% 460
2025
Q3 		$279K Buy
+1,872
New +$311K 0.02% 540
2023
Q2 		– Sell
-2,239
Closed -$337K – 495
2023
Q1 		$337K Sell
2,239
-29
-1% -$4.84K 0.04% 356
2022
Q4 		$398K Sell
2,268
-38
-2% -$7.02K 0.05% 306
2022
Q3 		$420K Sell
2,306
-546
-19% -$107K 0.06% 292
2022
Q2 		$513K Sell
2,852
-421
-13% -$78.8K 0.06% 288
2022
Q1 		$645K Buy
3,273
+76
+2% +$13.3K 0.07% 268
2021
Q4 		$534K Sell
3,197
-57
-2% -$9.22K 0.06% 286
2021
Q3 		$534K Sell
3,254
-280
-8% -$48.1K 0.06% 272
2021
Q2 		$578K Buy
3,534
+215
+6% +$34.3K 0.07% 252
2021
Q1 		$504K Buy
3,319
+87
+3% +$13.3K 0.07% 264
2020
Q4 		$524K Sell
3,232
-53
-2% -$8.42K 0.07% 250
2020
Q3 		$534K Buy
3,285
+335
+11% +$58.2K 0.08% 240
2020
Q2 		$543K Sell
2,950
-526
-15% -$91.7K 0.1% 218
2020
Q1 		$540K Buy
3,476
+534
+18% +$82.9K 0.12% 159
2019
Q4 		$440K Sell
2,942
-2,987
-50% -$436K 0.08% 229
2019
Q3 		$873K Buy
5,929
+90
+2% +$12.8K 0.16% 124
2019
Q2 		$800K Buy
5,839
+2,550
+78% +$353K 0.15% 122
2019
Q1 		$456K Hold
3,289
– – 0.09% 194
2018
Q4 		$432K Sell
3,289
-143
-4% -$20.3K 0.09% 208
2018
Q3 		$503K Sell
3,432
-519
-13% -$76.3K 0.09% 172
2018
Q2 		$515K Buy
3,951
+50
+1% +$6.2K 0.1% 167
2018
Q1 		$472K Buy
+3,901
New +$474K 0.1% 181

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's JKHY Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Jack Henry & Associates (JKHY) stake by 2.3% in Q2 2026, buying an estimated $9.22K and bringing the position to 2,900 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #866.

Mount Yale Investment Advisors first reported a position in JKHY in Q1 2018 and has held it in 25 quarters since. The position peaked at $873K in Q3 2019. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Mount Yale Investment Advisors held 2,900 shares of Jack Henry & Associates worth $399K as of Q2 2026.
  • Mount Yale Investment Advisors bought 65 Jack Henry & Associates shares in Q2 2026, an estimated $9.22K.
  • Jack Henry & Associates made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • Mount Yale Investment Advisors first reported a position in Jack Henry & Associates in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Jack Henry & Associates position peaked at $873K in Q3 2019.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.