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Steward Partners Investment Advisory’s Jack Henry & Associates JKHY Stock Holding History

Steward Partners Investment Advisory’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 		$2.17M Buy
13,726
+649
+5% +$111K 0.01% 824
2025
Q4 		$2.39M Buy
13,077
+32
+0.2% +$5.33K 0.01% 724
2025
Q3 		$1.94M Buy
13,045
+194
+2% +$32.2K 0.01% 788
2025
Q2 		$2.32M Sell
12,851
-275
-2% -$48.8K 0.02% 672
2025
Q1 		$2.4M Buy
13,126
+102
+0.8% +$17.8K 0.02% 609
2024
Q4 		$2.28M Buy
13,024
+3
+0% +$536 0.02% 593
2024
Q3 		$2.3M Sell
13,021
-66
-0.5% -$11.2K 0.02% 585
2024
Q2 		$2.17M Sell
13,087
-65
-0.5% -$10.8K 0.02% 561
2024
Q1 		$2.28M Sell
13,152
-772
-6% -$131K 0.03% 538
2023
Q4 		$2.28M Buy
13,924
+1,844
+15% +$282K 0.03% 470
2023
Q3 		$1.83M Sell
12,080
-170
-1% -$27.4K 0.03% 495
2023
Q2 		$2.05M Sell
12,250
-1,055
-8% -$164K 0.03% 473
2023
Q1 		$2.01M Sell
13,305
-168
-1% -$28K 0.03% 462
2022
Q4 		$2.37M Buy
13,473
+2,646
+24% +$489K 0.04% 413
2022
Q3 		$1.97M Buy
10,827
+269
+3% +$52.8K 0.04% 432
2022
Q2 		$1.9M Buy
10,558
+174
+2% +$32.6K 0.03% 447
2022
Q1 		$2.05M Buy
10,384
+502
+5% +$87.8K 0.03% 466
2021
Q4 		$1.65M Buy
9,882
+312
+3% +$50.5K 0.03% 545
2021
Q3 		$1.57M Buy
9,570
+567
+6% +$97.5K 0.03% 519
2021
Q2 		$1.47M Buy
9,003
+486
+6% +$77.6K 0.02% 540
2021
Q1 		$1.29M Buy
8,517
+322
+4% +$49.1K 0.02% 557
2020
Q4 		$1.33M Sell
8,195
-90
-1% -$14.3K 0.03% 473
2020
Q3 		$1.35M Buy
8,285
+265
+3% +$46K 0.03% 403
2020
Q2 		$1.48M Buy
8,020
+315
+4% +$54.9K 0.04% 361
2020
Q1 		$1.2M Buy
7,705
+644
+9% +$100K 0.04% 348
2019
Q4 		$1.03M Buy
7,061
+167
+2% +$24.4K 0.03% 449
2019
Q3 		$1.01M Buy
6,894
+159
+2% +$22.5K 0.03% 406
2019
Q2 		$902K Buy
6,735
+50
+0.7% +$6.91K 0.03% 411
2019
Q1 		$927K Buy
6,685
+449
+7% +$59.4K 0.04% 377
2018
Q4 		$788K Buy
6,236
+40
+0.6% +$5.68K 0.04% 382
2018
Q3 		$992K Buy
6,196
+368
+6% +$54.1K 0.05% 343
2018
Q2 		$760K Buy
5,828
+85
+1% +$10.5K 0.05% 355
2018
Q1 		$694K Buy
5,743
+678
+13% +$82.5K 0.05% 344
2017
Q4 		$592K Buy
5,065
+349
+7% +$39K 0.05% 332
2017
Q3 		$484K Buy
4,716
+436
+10% +$45.1K 0.05% 301
2017
Q2 		$444K Buy
4,280
+3,924
+1,102% +$392K 0.05% 289
2017
Q1 		$33K Buy
+356
New +$32.8K 0.01% 641

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

Steward Partners Investment Advisory's JKHY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Jack Henry & Associates (JKHY) stake by 5% in Q1 2026, buying an estimated $111K and bringing the position to 13,726 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #824.

Steward Partners Investment Advisory first reported a position in JKHY in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.4M in Q1 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Steward Partners Investment Advisory held 13,726 shares of Jack Henry & Associates worth $2.17M as of Q1 2026.
  • Steward Partners Investment Advisory bought 649 Jack Henry & Associates shares in Q1 2026, an estimated $111K.
  • Jack Henry & Associates made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #824 holding.
  • Steward Partners Investment Advisory first reported a position in Jack Henry & Associates in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Jack Henry & Associates position peaked at $2.4M in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.