S.A. Mason
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S.A. Mason’s Jack Henry & Associates JKHY Stock Holding History

S.A. Mason’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
Q3 		$467K Buy
3,259
+56
+2% +$8.71K 0.14% 139
2026
Q2 		$441K Buy
3,203
+201
+7% +$28.5K 0.14% 141
2026
Q1 		$474K Buy
+3,002
New +$514K 0.18% 121
2020
Q1 		– Sell
-260
Closed -$38K – 429
2019
Q4 		$38K Buy
+260
New +$38K 0.04% 247

Other funds holding JKHY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Tandem Investment Advisors
Tandem Investment Advisors Charleston, South Carolina $1.39B AUM 7.74% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

S.A. Mason's JKHY Position: Q3 2026 in Review

S.A. Mason increased its Jack Henry & Associates (JKHY) stake by 1.7% in Q3 2026, buying an estimated $8.71K and bringing the position to 3,259 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #139.

S.A. Mason first reported a position in JKHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $474K in Q1 2026. 393 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • S.A. Mason held 3,259 shares of Jack Henry & Associates worth $467K as of Q3 2026.
  • S.A. Mason bought 56 Jack Henry & Associates shares in Q3 2026, an estimated $8.71K.
  • Jack Henry & Associates made up 0.14% of S.A. Mason's portfolio in Q3 2026, its #139 holding.
  • S.A. Mason first reported a position in Jack Henry & Associates in Q4 2019 and has held it in 4 quarters since.
  • S.A. Mason's Jack Henry & Associates position peaked at $474K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.