Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWM
Atticus Wealth Management’s
Jack Henry & Associates
JKHY
Stock Holding History
Atticus Wealth Management’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
Q3
–
Sell
-350
Closed
-$63.1K
–
423
2025
Q2
$63.1K
Hold
350
–
–
0.02%
292
2025
Q1
$63.9K
Hold
350
–
–
0.02%
209
2024
Q4
$61.4K
Hold
350
–
–
0.02%
224
2024
Q3
$61.8K
Sell
350
-5
-1%
-$846
0.02%
225
2024
Q2
$58.9K
Hold
355
–
–
0.02%
221
2024
Q1
$61.7K
Hold
355
–
–
0.02%
221
2023
Q4
$58K
Hold
355
–
–
0.02%
232
2023
Q3
$53.7K
Hold
355
–
–
0.02%
238
2023
Q2
$59.4K
Hold
355
–
–
0.02%
247
2023
Q1
$53.5K
Hold
355
–
–
0.02%
247
2022
Q4
$62.3K
Hold
355
–
–
0.03%
227
2022
Q3
$64K
Hold
355
–
–
0.03%
210
2022
Q2
$64K
Buy
355
+200
+129%
+$37.5K
0.03%
230
2022
Q1
$31K
Sell
155
-200
-56%
-$35K
0.01%
292
2021
Q4
$59K
Buy
+355
New
+$57.5K
0.02%
207
Other funds holding JKHY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close