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Diversify Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-7,654
Closed -$1.46M – 569
2025
Q4 		$1.46M Buy
7,654
+993
+15% +$165K 0.05% 283
2025
Q3 		$1M Buy
6,661
+3,080
+86% +$511K 0.03% 368
2025
Q2 		$572K Buy
+3,581
New +$636K 0.02% 487
2024
Q2 		– Sell
-2,697
Closed -$460K – 685
2024
Q1 		$460K Buy
+2,697
New +$459K 0.03% 449

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Diversify Advisory Services's JKHY Position: Q1 2026 in Review

Diversify Advisory Services sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 7,654 shares — an estimated $1.46M sold.

Diversify Advisory Services first reported a position in JKHY in Q1 2024 and held it in 4 quarters. The position peaked at $1.46M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Diversify Advisory Services reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 7,654 Jack Henry & Associates shares in Q1 2026, an estimated $1.46M.
  • Diversify Advisory Services first reported a position in Jack Henry & Associates in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's Jack Henry & Associates position peaked at $1.46M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.