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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
Q2 		$584K Buy
4,240
+15
+0.4% +$2.13K 0.01% 1033
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Summit Financial's JKHY Position: Q2 2026 in Review

Summit Financial increased its Jack Henry & Associates (JKHY) stake by 0.36% in Q2 2026, buying an estimated $2.13K and bringing the position to 4,240 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #1033.

Summit Financial first reported a position in JKHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $858K in Q2 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Summit Financial held 4,240 shares of Jack Henry & Associates worth $584K as of Q2 2026.
  • Summit Financial bought 15 Jack Henry & Associates shares in Q2 2026, an estimated $2.13K.
  • Jack Henry & Associates made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1033 holding.
  • Summit Financial first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Jack Henry & Associates position peaked at $858K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.