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Portside Wealth Group’s Jack Henry & Associates JKHY Stock Holding History

Portside Wealth Group’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 		$270K Buy
1,957
+277
+16% +$39.3K 0.03% 427
2026
Q1 		$266K Sell
1,680
-468
-22% -$80.2K 0.04% 390
2025
Q4 		$392K Buy
2,148
+669
+45% +$111K 0.05% 307
2025
Q3 		$220K Sell
1,479
-138
-9% -$22.9K 0.03% 445
2025
Q2 		$291K Buy
1,617
+53
+3% +$9.41K 0.04% 367
2025
Q1 		$286K Buy
1,564
+98
+7% +$17.1K 0.05% 348
2024
Q4 		$257K Buy
1,466
+96
+7% +$17.2K 0.04% 358
2024
Q3 		$242K Buy
1,370
+88
+7% +$14.9K 0.04% 345
2024
Q2 		$213K Sell
1,282
-84
-6% -$13.9K 0.04% 331
2024
Q1 		$237K Buy
1,366
+102
+8% +$17.4K 0.04% 319
2023
Q4 		$207K Buy
+1,264
New +$194K 0.04% 333

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

Portside Wealth Group's JKHY Position: Q2 2026 in Review

Portside Wealth Group increased its Jack Henry & Associates (JKHY) stake by 16% in Q2 2026, buying an estimated $39.3K and bringing the position to 1,957 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #427.

Portside Wealth Group first reported a position in JKHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Portside Wealth Group held 1,957 shares of Jack Henry & Associates worth $270K as of Q2 2026.
  • Portside Wealth Group bought 277 Jack Henry & Associates shares in Q2 2026, an estimated $39.3K.
  • Jack Henry & Associates made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #427 holding.
  • Portside Wealth Group first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 11 quarters since.
  • Portside Wealth Group's Jack Henry & Associates position peaked at $392K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.