United Capital Financial Advisors’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $585K | Sell |
4,251
-1,235
| -23% | -$175K | ﹤0.01% | 1033 |
|
|
2026
Q1 | $867K | Sell |
5,486
-675
| -11% | -$116K | 0.01% | 815 |
|
|
2025
Q4 | $1.12M | Buy |
6,161
+284
| +5% | +$47.3K | 0.01% | 698 |
|
|
2025
Q3 | $875K | Sell |
5,877
-36
| -0.6% | -$5.98K | 0.01% | 683 |
|
|
2025
Q2 | $1.07M | Sell |
5,913
-1,101
| -16% | -$196K | 0.01% | 582 |
|
|
2025
Q1 | $1.28M | Sell |
7,014
-42,476
| -86% | -$7.41M | 0.01% | 516 |
|
|
2024
Q4 | $8.68M | Sell |
49,490
-33,566
| -40% | -$6M | 0.07% | 199 |
|
|
2024
Q3 | $14.7M | Sell |
83,056
-3,825
| -4% | -$647K | 0.12% | 150 |
|
|
2024
Q2 | $14.4M | Sell |
86,881
-4,321
| -5% | -$717K | 0.12% | 150 |
|
|
2024
Q1 | $15.8M | Sell |
91,202
-4,932
| -5% | -$839K | 0.13% | 148 |
|
|
2023
Q4 | $15.7M | Sell |
96,134
-68,345
| -42% | -$10.5M | 0.13% | 149 |
|
|
2023
Q3 | $24.9M | Sell |
164,479
-15,791
| -9% | -$2.55M | 0.16% | 126 |
|
|
2023
Q2 | $30.2M | Sell |
180,270
-1,050
| -0.6% | -$163K | 0.16% | 117 |
|
|
2023
Q1 | $27.3M | Buy |
181,320
+3,407
| +2% | +$569K | 0.15% | 131 |
|
|
2022
Q4 | $31.2M | Sell |
177,913
-3,133
| -2% | -$579K | 0.18% | 120 |
|
|
2022
Q3 | $33M | Sell |
181,046
-4,214
| -2% | -$827K | 0.19% | 106 |
|
|
2022
Q2 | $33.4M | Sell |
185,260
-11,314
| -6% | -$2.12M | 0.18% | 117 |
|
|
2022
Q1 | $38.7M | Sell |
196,574
-4,700
| -2% | -$822K | 0.19% | 113 |
|
|
2021
Q4 | $33.6M | Buy |
201,274
+13,826
| +7% | +$2.24M | 0.15% | 136 |
|
|
2021
Q3 | $30.8M | Buy |
187,448
+4,639
| +3% | +$798K | 0.15% | 138 |
|
|
2021
Q2 | $29.9M | Buy |
182,809
+17,228
| +10% | +$2.75M | 0.15% | 142 |
|
|
2021
Q1 | $25.1M | Buy |
165,581
+7,000
| +4% | +$1.07M | 0.14% | 159 |
|
|
2020
Q4 | $25.7M | Buy |
158,581
+4,795
| +3% | +$761K | 0.15% | 150 |
|
|
2020
Q3 | $25M | Buy |
153,786
+24,078
| +19% | +$4.18M | 0.16% | 146 |
|
|
2020
Q2 | $23.9M | Sell |
129,708
-1,207
| -0.9% | -$210K | 0.17% | 128 |
|
|
2020
Q1 | $18.6M | Sell |
130,915
-12,900
| -9% | -$2M | 0.15% | 145 |
|
|
2019
Q4 | $20.9M | Buy |
143,815
+10,921
| +8% | +$1.59M | 0.14% | 183 |
|
|
2019
Q3 | $19.4M | Buy |
132,894
+4,467
| +3% | +$633K | 0.14% | 181 |
|
|
2019
Q2 | $17.2M | Buy |
128,427
+9,030
| +8% | +$1.25M | 0.11% | 193 |
|
|
2019
Q1 | $16.6M | Buy |
119,397
+10,949
| +10% | +$1.45M | 0.12% | 193 |
|
|
2018
Q4 | $13.7M | Buy |
108,448
+7,680
| +8% | +$1.09M | 0.11% | 196 |
|
|
2018
Q3 | $16.1M | Sell |
100,768
-6,228
| -6% | -$915K | 0.11% | 205 |
|
|
2018
Q2 | $13.9M | Buy |
106,996
+1,986
| +2% | +$246K | 0.1% | 216 |
|
|
2018
Q1 | $12.7M | Sell |
105,010
-43,951
| -30% | -$5.35M | 0.1% | 237 |
|
|
2017
Q4 | $17.4M | Sell |
148,961
-4,155
| -3% | -$464K | 0.14% | 171 |
|
|
2017
Q3 | $15.7M | Sell |
153,116
-3,974
| -3% | -$411K | 0.13% | 183 |
|
|
2017
Q2 | $16.3M | Sell |
157,090
-233
| -0.1% | -$23.3K | 0.15% | 162 |
|
|
2017
Q1 | $14.6M | Buy |
157,323
+50,406
| +47% | +$4.65M | 0.14% | 174 |
|
|
2016
Q4 | $9.49M | Buy |
106,917
+10,870
| +11% | +$928K | 0.09% | 271 |
|
|
2016
Q3 | $8.22M | Buy |
96,047
+10,957
| +13% | +$961K | 0.08% | 308 |
|
|
2016
Q2 | $7.4M | Buy |
85,090
+14,334
| +20% | +$1.2M | 0.08% | 305 |
|
|
2016
Q1 | $5.98M | Buy |
70,756
+5,373
| +8% | +$431K | 0.07% | 303 |
|
|
2015
Q4 | $5.1M | Buy |
65,383
+14,094
| +27% | +$1.08M | 0.06% | 321 |
|
|
2015
Q3 | $3.57M | Buy |
51,289
+9,954
| +24% | +$685K | 0.04% | 388 |
|
|
2015
Q2 | $2.67M | Buy |
41,335
+11,709
| +40% | +$777K | 0.03% | 510 |
|
|
2015
Q1 | $1.97M | Buy |
29,626
+12,088
| +69% | +$791K | 0.02% | 560 |
|
|
2014
Q4 | $1.09M | Buy |
17,538
+4,724
| +37% | +$282K | 0.02% | 628 |
|
|
2014
Q3 | $713K | Buy |
+12,814
| New | +$746K | 0.01% | 694 |
|
Other funds holding JKHY
CBU
United Capital Financial Advisors's JKHY Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Jack Henry & Associates (JKHY) stake by 23% in Q2 2026, selling an estimated $175K and leaving 4,251 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.
United Capital Financial Advisors first reported a position in JKHY in Q3 2014 and has held it in 48 quarters since. The position peaked at $38.7M in Q1 2022. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.
- United Capital Financial Advisors held 4,251 shares of Jack Henry & Associates worth $585K as of Q2 2026.
- United Capital Financial Advisors sold 1,235 Jack Henry & Associates shares in Q2 2026, an estimated $175K.
- Jack Henry & Associates made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1033 holding.
- United Capital Financial Advisors first reported a position in Jack Henry & Associates in Q3 2014 and has held it in 48 quarters since.
- United Capital Financial Advisors's Jack Henry & Associates position peaked at $38.7M in Q1 2022.
- 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.