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Outlook Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Outlook Wealth 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 		$275K Buy
1,999
+30
+2% +$4.26K 0.06% 266
2026
Q1 		$311K Sell
1,969
-7
-0.4% -$1.2K 0.08% 244
2025
Q4 		$361K Sell
1,976
-8
-0.4% -$1.33K 0.08% 205
2025
Q3 		$295K Sell
1,984
-280
-12% -$46.5K 0.07% 234
2025
Q2 		$408K Sell
2,264
-36
-2% -$6.39K 0.1% 177
2025
Q1 		$420K Buy
2,300
+18
+0.8% +$3.14K 0.12% 161
2024
Q4 		$400K Buy
2,282
+310
+16% +$55.4K 0.11% 173
2024
Q3 		$348K Buy
1,972
+155
+9% +$26.2K 0.1% 199
2024
Q2 		$302K Buy
1,817
+297
+20% +$49.3K 0.09% 215
2024
Q1 		$264K Buy
+1,520
New +$259K 0.08% 228

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

Outlook Wealth Advisors's JKHY Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Jack Henry & Associates (JKHY) stake by 1.5% in Q2 2026, buying an estimated $4.26K and bringing the position to 1,999 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #266.

Outlook Wealth Advisors first reported a position in JKHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $420K in Q1 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Outlook Wealth Advisors held 1,999 shares of Jack Henry & Associates worth $275K as of Q2 2026.
  • Outlook Wealth Advisors bought 30 Jack Henry & Associates shares in Q2 2026, an estimated $4.26K.
  • Jack Henry & Associates made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Outlook Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 10 quarters since.
  • Outlook Wealth Advisors's Jack Henry & Associates position peaked at $420K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.