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Ameritas Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-32
Closed -$4.77K – 1568
2025
Q3 		$4.77K Sell
32
-31
-49% -$5.15K ﹤0.01% 1846
2025
Q2 		$11.4K Buy
+63
New +$11.2K ﹤0.01% 1961
2023
Q2 		– Sell
-109
Closed -$16.4K – 1600
2023
Q1 		$16.4K Buy
+109
New +$18.2K ﹤0.01% 1726

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's JKHY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 32 shares — an estimated $4.77K sold.

Ameritas Advisory Services first reported a position in JKHY in Q1 2023 and held it in 3 quarters. The position peaked at $16.4K in Q1 2023. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 32 Jack Henry & Associates shares in Q4 2025, an estimated $4.77K.
  • Ameritas Advisory Services first reported a position in Jack Henry & Associates in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Jack Henry & Associates position peaked at $16.4K in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.