Sequoia Financial Advisors’s Jack Henry & Associates JKHY Stock Holding History

Sequoia Financial 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	$566K	Sell	4,111 -1,925	-32%	-$273K	﹤0.01%	1266
2026 Q1	$954K	Sell	6,036 -5,307	-47%	-$909K	0.01%	921
2025 Q4	$2.07M	Buy	+11,343	New	+$1.89M	0.01%	561
2025 Q3	–	Sell	-4,855	Closed	-$875K	–	1776
2025 Q2	$875K	Buy	+4,855	New	+$862K	0.01%	742
2014 Q1	–	Sell	-3,547	Closed	-$210K	–	159
2013 Q4	$210K	Buy	+3,547	New	+$198K	0.17%	135

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

Sequoia Financial Advisors's JKHY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Jack Henry & Associates (JKHY) stake by 32% in Q2 2026, selling an estimated $273K and leaving 4,111 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Sequoia Financial Advisors first reported a position in JKHY in Q4 2013 and has held it in 5 quarters since. The position peaked at $2.07M in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Sequoia Financial Advisors held 4,111 shares of Jack Henry & Associates worth $566K as of Q2 2026.
Sequoia Financial Advisors sold 1,925 Jack Henry & Associates shares in Q2 2026, an estimated $273K.
Jack Henry & Associates made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1266 holding.
Sequoia Financial Advisors first reported a position in Jack Henry & Associates in Q4 2013 and has held it in 5 quarters since.
Sequoia Financial Advisors's Jack Henry & Associates position peaked at $2.07M in Q4 2025.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.