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	$450K	Sell	3,267 -1,467	-31%	-$208K	0.05%	120
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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Curated Wealth Partners reduced its Jack Henry & Associates (JKHY) stake by 31% in Q2 2026, selling an estimated $208K and leaving 3,267 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #120.

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. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Curated Wealth Partners held 3,267 shares of Jack Henry & Associates worth $450K as of Q2 2026.
Curated Wealth Partners sold 1,467 Jack Henry & Associates shares in Q2 2026, an estimated $208K.
Jack Henry & Associates made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #120 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.
712 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.