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Phillips Wealth Planners’s Jack Henry & Associates JKHY Stock Holding History

Phillips Wealth Planners’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 		$236K Buy
1,612
+14
+0.9% +$1.99K 0.17% 188
2026
Q1 		$230K Buy
1,598
+19
+1% +$3.25K 0.17% 186
2025
Q4 		$297K Sell
1,579
-164
-9% -$27.3K 0.24% 145
2025
Q3 		$257K Buy
1,743
+132
+8% +$21.9K 0.21% 166
2025
Q2 		$290K Buy
1,611
+73
+5% +$13K 0.26% 135
2025
Q1 		$266K Buy
1,538
+191
+14% +$33.3K 0.28% 127
2024
Q4 		$232K Buy
1,347
+129
+11% +$23.1K 0.23% 153
2024
Q3 		$226K Buy
+1,218
New +$206K 0.22% 169

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

Phillips Wealth Planners's JKHY Position: Q2 2026 in Review

Phillips Wealth Planners increased its Jack Henry & Associates (JKHY) stake by 0.88% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,612 shares worth $236K. The position accounts for 0.17% of the portfolio, ranked #188.

Phillips Wealth Planners first reported a position in JKHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $297K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Phillips Wealth Planners held 1,612 shares of Jack Henry & Associates worth $236K as of Q2 2026.
  • Phillips Wealth Planners bought 14 Jack Henry & Associates shares in Q2 2026, an estimated $1.99K.
  • Jack Henry & Associates made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #188 holding.
  • Phillips Wealth Planners first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 8 quarters since.
  • Phillips Wealth Planners's Jack Henry & Associates position peaked at $297K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.