Position in JKHY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$584,017
-$83,702 QoQ
Shares Held
4,240
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 710 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Summit Financial, LLC holds $18,647,391 across 7 Information Technology Services names. JKHY ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
53,805 | $15,130,504 | |
| 2 | ACN |
Accenture plc
|
11,509 | $1,432,179 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
5,742 | $786,366 | |
| 4 | JKHY |
Jack Henry & Associates Inc
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|
4,240 | $584,017 | |
| 5 | CIFR |
Cipher Digital Inc.
|
12,213 | $299,218 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
58,004 | $212,874 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1,964 | $202,233 |
All Filings in JKHY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,017 | 4,240 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $667,719 | 4,225 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $766,233 | 4,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $659,610 | 4,429 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $858,149 | 4,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $834,299 | 4,569 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $781,662 | 4,459 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $778,541 | 4,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $642,331 | 3,869 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $544,122 | 3,132 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $582,556 | 3,565 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $575,692 | 3,809 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $636,857 | 3,806 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||