Steward Partners Investment Advisory, LLC

Position in JKHY — Jack Henry & Associates Inc

CIK 1723397 STAMFORD, CT

Back to JKHY Full portfolio

Position in JKHY

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,169,257

-$217,033 QoQ

Shares Held

13,726

+5.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in JKHY Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $61,381,890 across 27 Information Technology Services names. JKHY ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	132,242	$32,054,138
2	ACN	Accenture plc	50,550	$10,023,559
3	FIS	Fidelity National Information Services, Inc.	184,098	$8,636,037
4	BR	Broadridge Financial Solutions, Inc.	17,474	$2,839,175
5	JKHY	Jack Henry & Associates Inc This page	13,726	$2,169,257
6	KD	Kyndryl Holdings, Inc.	119,447	$1,567,144
7	CACI	Caci International Inc /De/	1,634	$888,683
8	APLD	Applied Digital Corp.	20,843	$494,812

All Filings in JKHY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,169,257	13,726	+5.0%	Shares	Sole	2026-05-08
2025-12-31	$2,386,290	13,077	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$1,942,791	13,045	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$2,315,364	12,851	-2.1%	Shares	Sole	2025-08-12
2025-03-31	$2,396,807	13,126	+0.8%	Shares	Sole	2025-05-13
2024-12-31	$2,283,107	13,024	+0.0%	Shares	Sole	2025-02-06
2024-09-30	$2,298,727	13,021	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$2,172,703	13,087	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$2,284,896	13,152	-5.5%	Shares	Sole	2024-05-15
2023-12-31	$2,275,320	13,924	+15.3%	Shares	Sole	2024-02-12
2023-09-30	$1,825,771	12,080	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$2,049,792	12,250	-7.9%	Shares	Sole	2023-08-14
2023-03-31	$2,005,329	13,305	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$2,365,319	13,473	+24.4%	Shares	Sole	2023-02-15
2022-09-30	$1,973,437	10,827	+2.5%	Shares	Sole	2022-11-10
2022-06-30	$1,900,651	10,558	+1.7%	Shares	Sole	2022-08-04
2022-03-31	$2,046,167	10,384	+5.1%	Shares	Sole	2022-05-02
2021-12-31	$1,650,195	9,882	+3.3%	Shares	Sole	2022-02-08
2021-09-30	$1,570,054	9,570	+6.3%	Shares	Sole	2021-11-12
2021-06-30	$1,472,080	9,003	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$1,292,199	8,517	+3.9%	Shares	Sole	2021-05-17
2020-12-31	$1,327,508	8,195	-1.1%	Shares	Sole	2021-02-11
2020-09-30	$1,347,058	8,285	+3.3%	Shares	Sole	2020-10-30
2020-06-30	$1,475,920	8,020	+4.1%	Shares	Sole	2020-08-06
2020-03-31	$1,196,124	7,705	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.