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Summit Securities Group’s Jack Henry & Associates JKHY Stock Holding History

Summit Securities Group’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 		$1.9K Sell
12
-95
-89% -$16.3K ﹤0.01% 947
2025
Q4 		$19.5K Sell
107
-20
-16% -$3.33K ﹤0.01% 805
2025
Q3 		$18.9K Buy
127
+78
+159% +$12.9K ﹤0.01% 776
2025
Q2 		$8.83K Sell
49
-93
-65% -$16.5K ﹤0.01% 903
2025
Q1 		$25.9K Buy
+142
New +$24.8K ﹤0.01% 430
2024
Q4 		– Sell
-136
Closed -$24K – 773
2024
Q3 		$24K Buy
+136
New +$23K 0.01% 317
2023
Q3 		– Sell
-94
Closed -$16K – 806
2023
Q2 		$16K Sell
94
-48
-34% -$7.47K ﹤0.01% 686
2023
Q1 		$21K Buy
142
+69
+95% +$11.5K ﹤0.01% 622
2022
Q4 		$13K Sell
73
-25
-26% -$4.62K ﹤0.01% 993
2022
Q3 		$18K Sell
98
-54
-36% -$10.6K ﹤0.01% 735
2022
Q2 		$27K Buy
152
+121
+390% +$22.7K ﹤0.01% 710
2022
Q1 		$6K Buy
+31
New +$5.42K ﹤0.01% 939
2017
Q3 		– Sell
-10,008
Closed -$1.04M – 255
2017
Q2 		$1.04M Buy
+10,008
New +$999K 0.19% 65

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 Securities Group's JKHY Position: Q1 2026 in Review

Summit Securities Group reduced its Jack Henry & Associates (JKHY) stake by 89% in Q1 2026, selling an estimated $16.3K and leaving 12 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Summit Securities Group first reported a position in JKHY in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2017. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Summit Securities Group held 12 shares of Jack Henry & Associates worth $1.9K as of Q1 2026.
  • Summit Securities Group sold 95 Jack Henry & Associates shares in Q1 2026, an estimated $16.3K.
  • Jack Henry & Associates made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #947 holding.
  • Summit Securities Group first reported a position in Jack Henry & Associates in Q2 2017 and has held it in 13 quarters since.
  • Summit Securities Group's Jack Henry & Associates position peaked at $1.04M in Q2 2017.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.