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Pinnacle Wealth Planning Services’s Jack Henry & Associates JKHY Stock Holding History

Pinnacle Wealth Planning 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 		$25.4K Buy
185
+51
+38% +$7.24K ﹤0.01% 1672
2026
Q1 		$21.1K Buy
134
+29
+28% +$4.97K ﹤0.01% 1672
2025
Q4 		$19.1K Buy
+105
New +$17.5K ﹤0.01% 1741
2021
Q1 		– Sell
-376
Closed -$61K – 1166
2020
Q4 		$61K Buy
+376
New +$59.7K 0.01% 698

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

Pinnacle Wealth Planning Services's JKHY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Jack Henry & Associates (JKHY) stake by 38% in Q2 2026, buying an estimated $7.24K and bringing the position to 185 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Pinnacle Wealth Planning Services first reported a position in JKHY in Q4 2020 and has held it in 4 quarters since. The position peaked at $61K in Q4 2020. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 185 shares of Jack Henry & Associates worth $25.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 51 Jack Henry & Associates shares in Q2 2026, an estimated $7.24K.
  • Jack Henry & Associates made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1672 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jack Henry & Associates in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Jack Henry & Associates position peaked at $61K in Q4 2020.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.