Corient Private Wealth
JKHY icon

Corient Private Wealth’s Jack Henry & Associates JKHY Stock Holding History

Corient Private 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
Q1 		$12.3M Buy
78,486
+49,111
+167% +$8.41M 0.02% 547
2025
Q4 		$5.23M Buy
29,375
+18,262
+164% +$3.04M ﹤0.01% 1035
2025
Q3 		$1.66M Buy
11,113
+132
+1% +$21.9K ﹤0.01% 1154
2025
Q2 		$1.98M Sell
10,981
-331
-3% -$58.8K ﹤0.01% 1047
2025
Q1 		$2.07M Sell
11,312
-2,463
-18% -$430K ﹤0.01% 971
2024
Q4 		$2.41M Sell
13,775
-9
-0.1% -$1.61K ﹤0.01% 925
2024
Q3 		$2.43M Buy
13,784
+1,250
+10% +$212K ﹤0.01% 1015
2024
Q2 		$2.08M Buy
12,534
+78
+0.6% +$12.9K ﹤0.01% 1001
2024
Q1 		$2.16M Buy
12,456
+46
+0.4% +$7.83K ﹤0.01% 985
2023
Q4 		$2.03M Buy
12,410
+276
+2% +$42.3K ﹤0.01% 993
2023
Q3 		$1.83M Buy
12,134
+7,587
+167% +$1.22M ﹤0.01% 950
2023
Q2 		$761K Sell
4,547
-752
-14% -$117K ﹤0.01% 1258
2023
Q1 		$799K Buy
5,299
+916
+21% +$153K ﹤0.01% 1181
2022
Q4 		$758K Buy
+4,383
New +$809K ﹤0.01% 996

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Corient Private Wealth's JKHY Position: Q1 2026 in Review

Corient Private Wealth increased its Jack Henry & Associates (JKHY) stake by 167% in Q1 2026, buying an estimated $8.41M and bringing the position to 78,486 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #547.

Corient Private Wealth first reported a position in JKHY in Q4 2022 and has held it in 14 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Corient Private Wealth held 78,486 shares of Jack Henry & Associates worth $12.3M as of Q1 2026.
  • Corient Private Wealth bought 49,111 Jack Henry & Associates shares in Q1 2026, an estimated $8.41M.
  • Jack Henry & Associates made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #547 holding.
  • Corient Private Wealth first reported a position in Jack Henry & Associates in Q4 2022 and has held it in 14 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.