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

Crowley 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
2025
Q4 		– Sell
-15
Closed -$2.23K – 186
2025
Q3 		$2.23K Hold
15
– – ﹤0.01% 365
2025
Q2 		$2.7K Hold
15
– – ﹤0.01% 339
2025
Q1 		$2.74K Hold
15
– – ﹤0.01% 342
2024
Q4 		$2.63K Buy
+15
New +$2.68K ﹤0.01% 351

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crowley Wealth Management's JKHY Position: Q4 2025 in Review

Crowley Wealth Management sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 15 shares — an estimated $2.23K sold.

Crowley Wealth Management first reported a position in JKHY in Q4 2024 and held it in 4 quarters. The position peaked at $2.74K in Q1 2025. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Crowley Wealth Management reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 15 Jack Henry & Associates shares in Q4 2025, an estimated $2.23K.
  • Crowley Wealth Management first reported a position in Jack Henry & Associates in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Jack Henry & Associates position peaked at $2.74K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.