Robertson Stephens Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Robertson Stephens Wealth Management’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	–	Sell	-1,362	Closed	-$215K	–	659
2026 Q1	$215K	Buy	1,362 +22	+2%	+$3.77K	0.01%	575
2025 Q4	$245K	Buy	+1,340	New	+$223K	0.01%	557
2025 Q3	–	Sell	-1,181	Closed	-$213K	–	557
2025 Q2	$213K	Sell	1,181 -233	-16%	-$41.4K	0.01%	524
2025 Q1	$258K	Sell	1,414 -288	-17%	-$50.3K	0.01%	477
2024 Q4	$298K	Sell	1,702 -1,875	-52%	-$335K	0.01%	471
2024 Q3	$631K	Buy	+3,577	New	+$605K	0.02%	357

Other funds holding JKHY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robertson Stephens Wealth Management's JKHY Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,362 shares — an estimated $215K sold.

Robertson Stephens Wealth Management first reported a position in JKHY in Q3 2024 and held it in 6 quarters. The position peaked at $631K in Q3 2024. 271 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 1,362 Jack Henry & Associates shares in Q2 2026, an estimated $215K.
Robertson Stephens Wealth Management first reported a position in Jack Henry & Associates in Q3 2024 and held it in 6 quarters.
Robertson Stephens Wealth Management's Jack Henry & Associates position peaked at $631K in Q3 2024.
271 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.