Curio Wealth’s Jack Henry & Associates JKHY Stock Holding History

Curio 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 Q2	–	Sell	-2	Closed	-$316	–	617
2026 Q1	$316	Buy	+2	New	+$343	﹤0.01%	626

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

Curio Wealth's JKHY Position: Q2 2026 in Review

Curio Wealth sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 2 shares — an estimated $316 sold.

Curio Wealth first reported a position in JKHY in Q1 2026 and held it in 1 quarter. The position peaked at $316 in Q1 2026. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Curio Wealth reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Jack Henry & Associates shares in Q2 2026, an estimated $316.
Curio Wealth first reported a position in Jack Henry & Associates in Q1 2026 and held it in 1 quarter.
Curio Wealth's Jack Henry & Associates position peaked at $316 in Q1 2026.
712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.