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Curated Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Curated Wealth Partners’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
Q2 		$616K Buy
10,117
+5,383
+114% +$764K 0.08% 227
2026
Q1 		$748K Buy
4,734
+292
+7% +$50K 0.09% 88
2025
Q4 		$811K Buy
4,442
+2,163
+95% +$360K 0.09% 86
2025
Q3 		$339K Hold
2,279
– – 0.04% 117
2025
Q2 		$411K Hold
2,279
– – 0.05% 110
2025
Q1 		$416K Buy
2,279
+955
+72% +$167K 0.05% 99
2024
Q4 		$232K Buy
+1,324
New +$237K 0.03% 135
2024
Q1 		– Sell
-1,405
Closed -$239K – 209
2023
Q4 		$230K Sell
1,405
-33
-2% -$5.05K 0.04% 130
2023
Q3 		$217K Buy
1,438
+75
+6% +$12.1K 0.04% 122
2023
Q2 		$228K Hold
1,363
– – 0.04% 119
2023
Q1 		$205K Sell
1,363
-1
-0.1% -$167 0.05% 122
2022
Q4 		$239K Buy
1,364
+1
+0.1% +$185 0.06% 111
2022
Q3 		$249K Hold
1,363
– – 0.07% 106
2022
Q2 		$247K Buy
+1,363
New +$255K 0.07% 111
2021
Q4 		– Sell
-1,398
Closed -$229K – 147
2021
Q3 		$229K Hold
1,398
– – 0.13% 132
2021
Q2 		$228K Buy
1,398
+27
+2% +$4.31K 0.12% 136
2021
Q1 		$208K Buy
1,371
+99
+8% +$15.1K 0.13% 134
2020
Q4 		$206K Buy
+1,272
New +$202K 0.13% 130

Other funds holding JKHY

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Curated Wealth Partners's JKHY Position: Q2 2026 in Review

Curated Wealth Partners increased its Jack Henry & Associates (JKHY) stake by 114% in Q2 2026, buying an estimated $764K and bringing the position to 10,117 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #227.

Curated Wealth Partners first reported a position in JKHY in Q4 2020 and has held it in 18 quarters since. The position peaked at $811K in Q4 2025. 187 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Curated Wealth Partners held 10,117 shares of Jack Henry & Associates worth $616K as of Q2 2026.
  • Curated Wealth Partners bought 5,383 Jack Henry & Associates shares in Q2 2026, an estimated $764K.
  • Jack Henry & Associates made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • Curated Wealth Partners first reported a position in Jack Henry & Associates in Q4 2020 and has held it in 18 quarters since.
  • Curated Wealth Partners's Jack Henry & Associates position peaked at $811K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.