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Sage Mountain Advisors’s Jack Henry & Associates JKHY Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,516
Closed -$277K – 438
2025
Q4 		$277K Buy
+1,516
New +$253K 0.01% 402

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sage Mountain Advisors's JKHY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,516 shares — an estimated $277K sold.

Sage Mountain Advisors first reported a position in JKHY in Q4 2025 and held it in 1 quarter. The position peaked at $277K in Q4 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,516 Jack Henry & Associates shares in Q1 2026, an estimated $277K.
  • Sage Mountain Advisors first reported a position in Jack Henry & Associates in Q4 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Jack Henry & Associates position peaked at $277K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.