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Root Financial Partners’s Jack Henry & Associates JKHY Stock Holding History

Root Financial Partners’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
-199
Closed -$31.4K – 1847
2026
Q1 		$31.4K Buy
199
+45
+29% +$7.71K ﹤0.01% 1092
2025
Q4 		$28.1K Buy
154
+51
+50% +$8.5K ﹤0.01% 987
2025
Q3 		$15.3K Buy
+103
New +$17.1K ﹤0.01% 1250

Other funds holding JKHY

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's JKHY Position: Q2 2026 in Review

Root Financial Partners sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 199 shares — an estimated $31.4K sold.

Root Financial Partners first reported a position in JKHY in Q3 2025 and held it in 3 quarters. The position peaked at $31.4K in Q1 2026. 221 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Root Financial Partners reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 199 Jack Henry & Associates shares in Q2 2026, an estimated $31.4K.
  • Root Financial Partners first reported a position in Jack Henry & Associates in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Jack Henry & Associates position peaked at $31.4K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.