Arkadios Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Arkadios Wealth Advisors’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 Q1	$227K	Sell	1,437 -362	-20%	-$62K	﹤0.01%	1512
2025 Q4	$328K	Buy	+1,799	New	+$300K	0.01%	1204
2021 Q4	–	Sell	-96	Closed	-$15K	–	1205
2021 Q3	$15K	Sell	96 -32	-25%	-$5.5K	﹤0.01%	1319
2021 Q2	$20K	Buy	128 +114	+814%	+$18.2K	﹤0.01%	1289
2021 Q1	$2K	Buy	14 +2	+17%	+$305	﹤0.01%	1524
2020 Q4	$1K	Sell	12 -55	-82%	-$8.73K	﹤0.01%	1322
2020 Q3	$10.9K	Buy	67 +1	+2%	+$174	0.01%	731
2020 Q2	$11.9K	Buy	66 +44	+200%	+$7.67K	0.01%	649
2020 Q1	$3.44K	Hold	22	–	–	﹤0.01%	847
2019 Q4	$3.74K	Buy	+22	New	+$3.21K	﹤0.01%	738

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Arkadios Wealth Advisors's JKHY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 20% in Q1 2026, selling an estimated $62K and leaving 1,437 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Arkadios Wealth Advisors first reported a position in JKHY in Q4 2019 and has held it in 10 quarters since. The position peaked at $328K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Arkadios Wealth Advisors held 1,437 shares of Jack Henry & Associates worth $227K as of Q1 2026.
Arkadios Wealth Advisors sold 362 Jack Henry & Associates shares in Q1 2026, an estimated $62K.
Jack Henry & Associates made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1512 holding.
Arkadios Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Jack Henry & Associates position peaked at $328K in Q4 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.