Carolinas Wealth Consulting’s Jack Henry & Associates JKHY Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-13	Closed	-$2.44K	–	500
2025 Q1	$2.44K	Sell	13 -1	-7%	-$175	﹤0.01%	759
2024 Q4	$2.33K	Hold	14	–	–	﹤0.01%	796
2024 Q3	$2.34K	Hold	14	–	–	﹤0.01%	786
2024 Q2	$2.19K	Buy	14 +1	+8%	+$166	﹤0.01%	781
2024 Q1	$2.29K	Hold	13	–	–	﹤0.01%	773
2023 Q4	$2.15K	Hold	13	–	–	﹤0.01%	729
2023 Q3	$1.84K	Sell	13 -41	-76%	-$6.62K	﹤0.01%	757
2023 Q2	$9.04K	Hold	54	–	–	﹤0.01%	603
2023 Q1	$8.14K	Buy	54 +13	+32%	+$2.17K	﹤0.01%	633
2022 Q4	$7.2K	Hold	41	–	–	﹤0.01%	654
2022 Q3	$7K	Hold	41	–	–	﹤0.01%	628
2022 Q2	$7K	Hold	41	–	–	﹤0.01%	628
2022 Q1	$8K	Hold	41	–	–	﹤0.01%	641
2021 Q4	$7K	Hold	41	–	–	﹤0.01%	662
2021 Q3	$7K	Hold	41	–	–	﹤0.01%	630
2021 Q2	$7K	Hold	41	–	–	﹤0.01%	656
2021 Q1	$6K	Sell	41 -3	-7%	-$458	﹤0.01%	679
2020 Q4	$7K	Hold	44	–	–	﹤0.01%	617
2020 Q3	$7K	Buy	44 +41	+1,367%	+$7.12K	﹤0.01%	529
2020 Q2	$1K	Buy	+3	New	+$523	﹤0.01%	580

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

Carolinas Wealth Consulting's JKHY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 13 shares — an estimated $2.44K sold.

Carolinas Wealth Consulting first reported a position in JKHY in Q2 2020 and held it in 20 quarters. The position peaked at $9.04K in Q2 2023. 713 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 13 Jack Henry & Associates shares in Q2 2025, an estimated $2.44K.
Carolinas Wealth Consulting first reported a position in Jack Henry & Associates in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Jack Henry & Associates position peaked at $9.04K in Q2 2023.
713 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.