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Avion Wealth’s Jack Henry & Associates JKHY Stock Holding History

Avion Wealth’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
2026
Q2 		– Sell
-9
Closed -$1K – 1582
2026
Q1 		$1K Sell
9
-6
-40% -$1.03K ﹤0.01% 1065
2025
Q4 		$2K Buy
15
+12
+400% +$2K ﹤0.01% 881
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1386
2025
Q2 		$0 Sell
3
-3
-50% -$533 ﹤0.01% 1390
2025
Q1 		$1K Hold
6
– – ﹤0.01% 872
2024
Q4 		$1K Hold
6
– – ﹤0.01% 869
2024
Q3 		$1K Hold
6
– – ﹤0.01% 827
2024
Q2 		$0 Buy
6
+3
+100% +$498 ﹤0.01% 1105
2024
Q1 		$1K Hold
3
– – ﹤0.01% 984
2023
Q4 		$0 Buy
+3
New +$459 ﹤0.01% 1218
2023
Q2 		– Sell
-3
Closed – – 891
2023
Q1 		$0 Buy
+3
New +$501 ﹤0.01% 658

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's JKHY Position: Q2 2026 in Review

Avion Wealth sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 9 shares — an estimated $1K sold.

Avion Wealth first reported a position in JKHY in Q1 2023 and held it in 11 quarters. The position peaked at $2K in Q4 2025. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Avion Wealth reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 9 Jack Henry & Associates shares in Q2 2026, an estimated $1K.
  • Avion Wealth first reported a position in Jack Henry & Associates in Q1 2023 and held it in 11 quarters.
  • Avion Wealth's Jack Henry & Associates position peaked at $2K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.