Roehl & Yi Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Roehl & Yi Investment Advisors’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	$662K	Buy	+4,805	New	+$682K	0.22%	95

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roehl & Yi Investment Advisors's JKHY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 4,805 shares worth $662K. The stake represents 0.22% of the portfolio and ranks #95 among its holdings.

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

Roehl & Yi Investment Advisors held 4,805 shares of Jack Henry & Associates worth $662K as of Q2 2026.
Jack Henry & Associates was a new Roehl & Yi Investment Advisors position in Q2 2026.
Jack Henry & Associates made up 0.22% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #95 holding.
706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.