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Bennett Associates Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Bennett Associates 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
2026
Q1 		– Sell
-2,316
Closed -$423K – 62
2025
Q4 		$423K Buy
+2,316
New +$386K 0.29% 33

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VCM
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State Street
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VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bennett Associates Wealth Management's JKHY Position: Q1 2026 in Review

Bennett Associates Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 2,316 shares — an estimated $423K sold.

Bennett Associates Wealth Management first reported a position in JKHY in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Bennett Associates Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 2,316 Jack Henry & Associates shares in Q1 2026, an estimated $423K.
  • Bennett Associates Wealth Management first reported a position in Jack Henry & Associates in Q4 2025 and held it in 1 quarter.
  • Bennett Associates Wealth Management's Jack Henry & Associates position peaked at $423K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.