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Sunbelt Securities’s Jack Henry & Associates JKHY Stock Holding History

Sunbelt Securities’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 		$2.85K Buy
18
+1
+6% +$171 ﹤0.01% 1829
2025
Q4 		$3.1K Buy
+17
New +$2.83K ﹤0.01% 1758

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

Sunbelt Securities's JKHY Position: Q1 2026 in Review

Sunbelt Securities increased its Jack Henry & Associates (JKHY) stake by 5.9% in Q1 2026, buying an estimated $171 and bringing the position to 18 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Sunbelt Securities first reported a position in JKHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.1K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Sunbelt Securities held 18 shares of Jack Henry & Associates worth $2.85K as of Q1 2026.
  • Sunbelt Securities bought 1 Jack Henry & Associates share in Q1 2026, an estimated $171.
  • Jack Henry & Associates made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1829 holding.
  • Sunbelt Securities first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Jack Henry & Associates position peaked at $3.1K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.