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Anderson Financial Strategies’s Jack Henry & Associates JKHY Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-490
Closed -$89.5K – 124
2025
Q1 		$89.5K Buy
+490
New +$85.5K 0.05% 87

Other funds holding JKHY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anderson Financial Strategies's JKHY Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 490 shares — an estimated $89.5K sold.

Anderson Financial Strategies first reported a position in JKHY in Q1 2025 and held it in 1 quarter. The position peaked at $89.5K in Q1 2025. 714 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 490 Jack Henry & Associates shares in Q2 2025, an estimated $89.5K.
  • Anderson Financial Strategies first reported a position in Jack Henry & Associates in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Jack Henry & Associates position peaked at $89.5K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.