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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
2024
Q2 		– Sell
-1,346
Closed -$234K – 204
2024
Q1 		$234K Buy
+1,346
New +$229K 0.03% 129

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
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.