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Atala Financial’s Jack Henry & Associates JKHY Stock Holding History

Atala Financial’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
-227
Closed -$41.5K – 302
2025
Q1 		$41.5K Hold
227
– – 0.03% 188
2024
Q4 		$39.8K Buy
+227
New +$40.6K 0.03% 204

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
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

Atala Financial's JKHY Position: Q2 2025 in Review

Atala Financial sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 227 shares — an estimated $41.5K sold.

Atala Financial first reported a position in JKHY in Q4 2024 and held it in 2 quarters. The position peaked at $41.5K in Q1 2025. 713 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

  • Atala Financial reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 227 Jack Henry & Associates shares in Q2 2025, an estimated $41.5K.
  • Atala Financial first reported a position in Jack Henry & Associates in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Jack Henry & Associates position peaked at $41.5K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.