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

Daymark 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
2025
Q1 		– Sell
-1,283
Closed -$225K – 513
2024
Q4 		$225K Sell
1,283
-11
-0.9% -$1.97K 0.01% 462
2024
Q3 		$228K Hold
1,294
– – 0.01% 482
2024
Q2 		$215K Buy
+1,294
New +$215K 0.01% 470

Other funds holding JKHY

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Daymark Wealth Partners's JKHY Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 1,283 shares — an estimated $225K sold.

Daymark Wealth Partners first reported a position in JKHY in Q2 2024 and held it in 3 quarters. The position peaked at $228K in Q3 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • Daymark Wealth Partners reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 1,283 Jack Henry & Associates shares in Q1 2025, an estimated $225K.
  • Daymark Wealth Partners first reported a position in Jack Henry & Associates in Q2 2024 and held it in 3 quarters.
  • Daymark Wealth Partners's Jack Henry & Associates position peaked at $228K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.