Avior Wealth Management’s Jack Henry & Associates JKHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,329
| Closed | -$368K | – | 847 |
|
|
2026
Q1 | $368K | Sell |
2,329
-116
| -5% | -$19.9K | 0.01% | 620 |
|
|
2025
Q4 | $446K | Sell |
2,445
-445
| -15% | -$74.1K | 0.01% | 494 |
|
|
2025
Q3 | $430K | Buy |
2,890
+188
| +7% | +$31.2K | 0.01% | 484 |
|
|
2025
Q2 | $487K | Sell |
2,702
-1
| -0% | -$178 | 0.02% | 433 |
|
|
2025
Q1 | $494K | Buy |
2,703
+38
| +1% | +$6.63K | 0.02% | 409 |
|
|
2024
Q4 | $467K | Sell |
2,665
-226
| -8% | -$40.4K | 0.02% | 467 |
|
|
2024
Q3 | $510K | Sell |
2,891
-310
| -10% | -$52.5K | 0.02% | 444 |
|
|
2024
Q2 | $531K | Sell |
3,201
-53
| -2% | -$8.8K | 0.02% | 417 |
|
|
2024
Q1 | $565K | Buy |
3,254
+401
| +14% | +$68.3K | 0.03% | 408 |
|
|
2023
Q4 | $466K | Hold |
2,853
| – | – | 0.03% | 361 |
|
|
2023
Q3 | $431K | Hold |
2,853
| – | – | 0.03% | 361 |
|
|
2023
Q2 | $477K | Sell |
2,853
-324
| -10% | -$50.4K | 0.03% | 349 |
|
|
2023
Q1 | $479K | Hold |
3,177
| – | – | 0.03% | 354 |
|
|
2022
Q4 | $558K | Hold |
3,177
| – | – | 0.04% | 276 |
|
|
2022
Q3 | $579K | Buy |
3,177
+355
| +13% | +$69.6K | 0.05% | 242 |
|
|
2022
Q2 | $508K | Hold |
2,822
| – | – | 0.05% | 249 |
|
|
2022
Q1 | $556K | Sell |
2,822
-556
| -16% | -$97.2K | 0.05% | 274 |
|
|
2021
Q4 | $564K | Hold |
3,378
| – | – | 0.05% | 305 |
|
|
2021
Q3 | $554K | Hold |
3,378
| – | – | 0.05% | 292 |
|
|
2021
Q2 | $552K | Sell |
3,378
-512
| -13% | -$81.8K | 0.06% | 285 |
|
|
2021
Q1 | $590K | Hold |
3,890
| – | – | 0.06% | 265 |
|
|
2020
Q4 | $630K | Hold |
3,890
| – | – | 0.08% | 219 |
|
|
2020
Q3 | $632K | Buy |
3,890
+461
| +13% | +$80K | 0.09% | 193 |
|
|
2020
Q2 | $631K | Hold |
3,429
| – | – | 0.1% | 190 |
|
|
2020
Q1 | $532K | Hold |
3,429
| – | – | 0.1% | 193 |
|
|
2019
Q4 | $499K | Hold |
3,429
| – | – | 0.08% | 226 |
|
|
2019
Q3 | $500K | Hold |
3,429
| – | – | 0.09% | 216 |
|
|
2019
Q2 | $459K | Hold |
3,429
| – | – | 0.08% | 223 |
|
|
2019
Q1 | $475K | Buy |
3,429
+1,282
| +60% | +$170K | 0.1% | 202 |
|
|
2018
Q4 | $271K | Sell |
2,147
-1,086
| -34% | -$154K | 0.07% | 255 |
|
|
2018
Q3 | $518K | Hold |
3,233
| – | – | 0.11% | 177 |
|
|
2018
Q2 | $421K | Hold |
3,233
| – | – | 0.09% | 198 |
|
|
2018
Q1 | $391K | Sell |
3,233
-534
| -14% | -$65K | 0.09% | 199 |
|
|
2017
Q4 | $441K | Buy |
+3,767
| New | +$421K | 0.1% | 190 |
|
Other funds holding JKHY
CBU
Avior Wealth Management's JKHY Position: Q2 2026 in Review
Avior Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 2,329 shares — an estimated $368K sold.
Avior Wealth Management first reported a position in JKHY in Q4 2017 and held it in 34 quarters. The position peaked at $632K in Q3 2020. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.
- Avior Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
- Avior Wealth Management sold 2,329 Jack Henry & Associates shares in Q2 2026, an estimated $368K.
- Avior Wealth Management first reported a position in Jack Henry & Associates in Q4 2017 and held it in 34 quarters.
- Avior Wealth Management's Jack Henry & Associates position peaked at $632K in Q3 2020.
- 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.