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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atticus Wealth Management's JKHY Position: Q3 2025 in Review

Atticus Wealth Management sold out of Jack Henry & Associates (JKHY) in Q3 2025, closing a stake of 350 shares — an estimated $63.1K sold.

Atticus Wealth Management first reported a position in JKHY in Q4 2021 and held it in 15 quarters. The position peaked at $64K in Q3 2022. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

Atticus Wealth Management reported no remaining Jack Henry & Associates position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 350 Jack Henry & Associates shares in Q3 2025, an estimated $63.1K.
Atticus Wealth Management first reported a position in Jack Henry & Associates in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Jack Henry & Associates position peaked at $64K in Q3 2022.
735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.