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Summit Financial’s Jack Henry & Associates JKHY Stock Holding History

Summit Financial’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 		$668K Buy
4,225
+26
+0.6% +$4.45K 0.01% 914
2025
Q4 		$766K Sell
4,199
-230
-5% -$38.3K 0.01% 750
2025
Q3 		$660K Sell
4,429
-334
-7% -$55.4K 0.01% 785
2025
Q2 		$858K Buy
4,763
+194
+4% +$34.4K 0.02% 443
2025
Q1 		$834K Buy
4,569
+110
+2% +$19.2K 0.02% 403
2024
Q4 		$782K Buy
4,459
+49
+1% +$8.76K 0.03% 363
2024
Q3 		$779K Buy
4,410
+541
+14% +$91.5K 0.03% 300
2024
Q2 		$642K Buy
3,869
+737
+24% +$122K 0.03% 288
2024
Q1 		$544K Sell
3,132
-433
-12% -$73.7K 0.03% 240
2023
Q4 		$583K Sell
3,565
-244
-6% -$37.4K 0.04% 226
2023
Q3 		$576K Buy
3,809
+3
+0.1% +$484 0.04% 223
2023
Q2 		$637K Buy
+3,806
New +$592K 0.05% 204

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

Summit Financial's JKHY Position: Q1 2026 in Review

Summit Financial increased its Jack Henry & Associates (JKHY) stake by 0.62% in Q1 2026, buying an estimated $4.45K and bringing the position to 4,225 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #914.

Summit Financial first reported a position in JKHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $858K in Q2 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Summit Financial held 4,225 shares of Jack Henry & Associates worth $668K as of Q1 2026.
  • Summit Financial bought 26 Jack Henry & Associates shares in Q1 2026, an estimated $4.45K.
  • Jack Henry & Associates made up 0.01% of Summit Financial's portfolio in Q1 2026, its #914 holding.
  • Summit Financial first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Jack Henry & Associates position peaked at $858K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.