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Savvy Advisors Inc’s Jack Henry & Associates JKHY Stock Holding History

Savvy Advisors Inc’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
-1,922
Closed -$304K – 1302
2026
Q1 		$304K Sell
1,922
-108
-5% -$18.5K 0.01% 864
2025
Q4 		$370K Buy
+2,030
New +$338K 0.01% 682

Other funds holding JKHY

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Savvy Advisors Inc's JKHY Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,922 shares — an estimated $304K sold.

Savvy Advisors Inc first reported a position in JKHY in Q4 2025 and held it in 2 quarters. The position peaked at $370K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 1,922 Jack Henry & Associates shares in Q2 2026, an estimated $304K.
  • Savvy Advisors Inc first reported a position in Jack Henry & Associates in Q4 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Jack Henry & Associates position peaked at $370K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.