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Principal Securities’s Jack Henry & Associates JKHY Stock Holding History

Principal Securities’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 		$289K Buy
1,826
+45
+3% +$7.71K ﹤0.01% 1219
2025
Q4 		$325K Buy
1,781
+291
+20% +$48.5K 0.01% 1110
2025
Q3 		$222K Sell
1,490
-2
-0.1% -$332 ﹤0.01% 1243
2025
Q2 		$269K Buy
1,492
+57
+4% +$10.1K 0.01% 1107
2025
Q1 		$252K Hold
1,435
– – 0.01% 1037
2024
Q4 		$252K Buy
1,435
+93
+7% +$16.6K 0.01% 1035
2024
Q3 		$237K Buy
1,342
+166
+14% +$28.1K 0.01% 1034
2024
Q2 		$195K Buy
1,176
+91
+8% +$15.1K 0.01% 1045
2024
Q1 		$188K Sell
1,085
-5
-0.5% -$851 0.01% 1035
2023
Q4 		$178K Buy
+1,090
New +$167K 0.01% 971

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

Principal Securities's JKHY Position: Q1 2026 in Review

Principal Securities increased its Jack Henry & Associates (JKHY) stake by 2.5% in Q1 2026, buying an estimated $7.71K and bringing the position to 1,826 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Principal Securities first reported a position in JKHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $325K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Principal Securities held 1,826 shares of Jack Henry & Associates worth $289K as of Q1 2026.
  • Principal Securities bought 45 Jack Henry & Associates shares in Q1 2026, an estimated $7.71K.
  • Jack Henry & Associates made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1219 holding.
  • Principal Securities first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Jack Henry & Associates position peaked at $325K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.