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Crestwood Advisors Group, LLC

Position in JKHY — Jack Henry & Associates Inc

CIK 1426853 BOSTON, MA

Position in JKHY

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$291,733
-$957 QoQ
Shares Held
2,118
+14.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 710 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in JKHY Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. JKHY ranks #7 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 JKHY
Jack Henry & Associates Inc
This page
2,118 $291,733

All Filings in JKHY

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $291,733 2,118
2026-03-31 $292,690 1,852
2025-12-31 $245,800 1,347