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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's JKHY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Jack Henry & Associates (JKHY) stake by 28% in Q1 2026, buying an estimated $4.97K and bringing the position to 134 shares worth $21.1K. 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 3 quarters since. The position peaked at $61K in Q4 2020. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 134 shares of Jack Henry & Associates worth $21.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 29 Jack Henry & Associates shares in Q1 2026, an estimated $4.97K.
  • Jack Henry & Associates made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1672 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jack Henry & Associates in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Jack Henry & Associates position peaked at $61K in Q4 2020.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.