Abound Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Abound Wealth Management’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 Q2	–	Sell	-4	Closed	-$633	–	1477
2026 Q1	$633	Buy	+4	New	+$685	﹤0.01%	1029
2025 Q2	–	Sell	-4	Closed	-$731	–	1328
2025 Q1	$731	Hold	4	–	–	﹤0.01%	780
2024 Q4	$702	Sell	4 -8	-67%	-$1.43K	﹤0.01%	762
2024 Q3	$2.12K	Hold	12	–	–	﹤0.01%	695
2024 Q2	$1.99K	Hold	12	–	–	﹤0.01%	645
2024 Q1	$2.09K	Buy	12 +6	+100%	+$1.02K	﹤0.01%	678
2023 Q4	$983	Buy	6 +5	+500%	+$766	﹤0.01%	780
2023 Q3	$153	Sell	1 -3	-75%	-$484	﹤0.01%	1130
2023 Q2	$670	Buy	+4	New	+$623	﹤0.01%	781

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's JKHY Position: Q2 2026 in Review

Abound Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 4 shares — an estimated $633 sold.

Abound Wealth Management first reported a position in JKHY in Q2 2023 and held it in 9 quarters. The position peaked at $2.12K in Q3 2024. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Abound Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 4 Jack Henry & Associates shares in Q2 2026, an estimated $633.
Abound Wealth Management first reported a position in Jack Henry & Associates in Q2 2023 and held it in 9 quarters.
Abound Wealth Management's Jack Henry & Associates position peaked at $2.12K in Q3 2024.
706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.