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Atria Wealth Solutions’s Jack Henry & Associates JKHY Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-4,006
Closed -$702K – 1978
2024
Q4 		$702K Sell
4,006
-168
-4% -$30K 0.01% 1075
2024
Q3 		$737K Buy
4,174
+230
+6% +$38.9K 0.01% 1047
2024
Q2 		$655K Buy
3,944
+538
+16% +$89.3K 0.01% 1094
2024
Q1 		$592K Buy
+3,406
New +$580K 0.01% 1186

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's JKHY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 4,006 shares — an estimated $702K sold.

Atria Wealth Solutions first reported a position in JKHY in Q1 2024 and held it in 4 quarters. The position peaked at $737K in Q3 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,006 Jack Henry & Associates shares in Q1 2025, an estimated $702K.
  • Atria Wealth Solutions first reported a position in Jack Henry & Associates in Q1 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Jack Henry & Associates position peaked at $737K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.