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Principia Wealth Advisory’s Jack Henry & Associates JKHY Stock Holding History

Principia Wealth Advisory’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 		$275 Sell
2
-10
-83% -$1.42K ﹤0.01% 972
2026
Q1 		$1.9K Buy
12
+5
+71% +$856 ﹤0.01% 535
2025
Q4 		$1.28K Sell
7
-1
-13% -$167 ﹤0.01% 596
2025
Q3 		$1.19K Buy
8
+7
+700% +$1.16K ﹤0.01% 589
2025
Q2 		$180 Hold
1
– – ﹤0.01% 892
2025
Q1 		$171 Sell
1
-1
-50% -$175 ﹤0.01% 787
2024
Q4 		$351 Buy
+2
New +$357 ﹤0.01% 640

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

Principia Wealth Advisory's JKHY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Jack Henry & Associates (JKHY) stake by 83% in Q2 2026, selling an estimated $1.42K and leaving 2 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Principia Wealth Advisory first reported a position in JKHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9K in Q1 2026. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Jack Henry & Associates worth $275 as of Q2 2026.
  • Principia Wealth Advisory sold 10 Jack Henry & Associates shares in Q2 2026, an estimated $1.42K.
  • Jack Henry & Associates made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #972 holding.
  • Principia Wealth Advisory first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Jack Henry & Associates position peaked at $1.9K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.