Avantax Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Avantax Advisory Services’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	$915K	Sell	5,081 -88	-2%	-$15.6K	0.01%	1218
2025 Q1	$944K	Buy	5,169 +228	+5%	+$39.8K	0.01%	1124
2024 Q4	$866K	Sell	4,941 -21	-0.4%	-$3.75K	0.01%	1108
2024 Q3	$876K	Buy	4,962 +190	+4%	+$32.2K	0.01%	1101
2024 Q2	$792K	Buy	+4,772	New	+$792K	0.01%	1107
2023 Q4	–	Sell	-8,159	Closed	-$1.23M	–	1629
2023 Q3	$1.23M	Buy	8,159 +1,119	+16%	+$181K	0.01%	606
2023 Q2	$1.18M	Buy	7,040 +1,098	+18%	+$171K	0.01%	627
2023 Q1	$896K	Buy	5,942 +3,064	+106%	+$511K	0.01%	691
2022 Q4	$505K	Buy	+2,878	New	+$531K	0.01%	859
2020 Q4	–	Sell	-2,024	Closed	-$327K	–	1152
2020 Q3	$327K	Buy	+2,024	New	+$351K	0.01%	984

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Avantax Advisory Services's JKHY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Jack Henry & Associates (JKHY) stake by 1.7% in Q2 2025, selling an estimated $15.6K and leaving 5,081 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #1218.

Avantax Advisory Services first reported a position in JKHY in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2023. 713 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

Avantax Advisory Services held 5,081 shares of Jack Henry & Associates worth $915K as of Q2 2025.
Avantax Advisory Services sold 88 Jack Henry & Associates shares in Q2 2025, an estimated $15.6K.
Jack Henry & Associates made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1218 holding.
Avantax Advisory Services first reported a position in Jack Henry & Associates in Q3 2020 and has held it in 10 quarters since.
Avantax Advisory Services's Jack Henry & Associates position peaked at $1.23M in Q3 2023.
713 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.