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Diversify Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Diversify Wealth Management’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 		$1.88M Buy
12,253
+7,669
+167% +$1.31M 0.03% 400
2025
Q4 		$864K Sell
4,584
-1,032
-18% -$172K 0.04% 347
2025
Q3 		$846K Buy
5,616
+345
+7% +$57.3K 0.05% 300
2025
Q2 		$842K Buy
5,271
+754
+17% +$134K 0.05% 299
2025
Q1 		$784K Buy
4,517
+679
+18% +$119K 0.06% 277
2024
Q4 		$660K Buy
3,838
+787
+26% +$141K 0.05% 295
2024
Q3 		$563K Buy
3,051
+355
+13% +$60.1K 0.05% 299
2024
Q2 		$442K Buy
+2,696
New +$448K 0.05% 304

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 Wealth Management's JKHY Position: Q1 2026 in Review

Diversify Wealth Management increased its Jack Henry & Associates (JKHY) stake by 167% in Q1 2026, buying an estimated $1.31M and bringing the position to 12,253 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #400.

Diversify Wealth Management first reported a position in JKHY in Q2 2024 and has held it in 8 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Diversify Wealth Management held 12,253 shares of Jack Henry & Associates worth $1.88M as of Q1 2026.
  • Diversify Wealth Management bought 7,669 Jack Henry & Associates shares in Q1 2026, an estimated $1.31M.
  • Jack Henry & Associates made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #400 holding.
  • Diversify Wealth Management first reported a position in Jack Henry & Associates in Q2 2024 and has held it in 8 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.