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Planning Strategies’s Jack Henry & Associates JKHY Stock Holding History

Planning Strategies’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 		$689 Buy
+5
New +$710 ﹤0.01% 806

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

Planning Strategies's JKHY Position: Q2 2026 in Review

Planning Strategies opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 5 shares worth $689. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

671 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Planning Strategies held 5 shares of Jack Henry & Associates worth $689 as of Q2 2026.
  • Jack Henry & Associates was a new Planning Strategies position in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #806 holding.
  • 671 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.