N.E.W. Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-82	Closed	-$13K	–	1008
2026 Q1	$13K	Hold	82	–	–	﹤0.01%	584
2025 Q4	$15K	Hold	82	–	–	﹤0.01%	552
2025 Q3	$12.2K	Hold	82	–	–	﹤0.01%	545
2025 Q2	$14.8K	Hold	82	–	–	﹤0.01%	505
2025 Q1	$15K	Buy	+82	New	+$14.3K	﹤0.01%	543

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

N.E.W. Advisory Services's JKHY Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 82 shares — an estimated $13K sold.

N.E.W. Advisory Services first reported a position in JKHY in Q1 2025 and held it in 5 quarters. The position peaked at $15K in Q1 2025. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

N.E.W. Advisory Services reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 82 Jack Henry & Associates shares in Q2 2026, an estimated $13K.
N.E.W. Advisory Services first reported a position in Jack Henry & Associates in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's Jack Henry & Associates position peaked at $15K in Q1 2025.
706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.