Envestnet Portfolio Solutions
JKHY icon

Envestnet Portfolio Solutions’s Jack Henry & Associates JKHY Stock Holding History

Envestnet Portfolio Solutions’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 		$554K Sell
3,507
-2,882
-45% -$494K ﹤0.01% 853
2025
Q4 		$1.17M Buy
6,389
+1,221
+24% +$203K ﹤0.01% 707
2025
Q3 		$770K Sell
5,168
-1,640
-24% -$272K ﹤0.01% 840
2025
Q2 		$1.23M Sell
6,808
-339
-5% -$60.2K ﹤0.01% 723
2025
Q1 		$1.3M Sell
7,147
-3,674
-34% -$641K 0.01% 725
2024
Q4 		$1.9M Sell
10,821
-42
-0.4% -$7.51K 0.01% 683
2024
Q3 		$1.92M Buy
10,863
+769
+8% +$130K 0.01% 675
2024
Q2 		$1.68M Buy
10,094
+511
+5% +$84.8K 0.01% 687
2024
Q1 		$1.66M Buy
9,583
+187
+2% +$31.8K 0.01% 689
2023
Q4 		$1.54M Buy
9,396
+828
+10% +$127K 0.01% 667
2023
Q3 		$1.29M Buy
+8,568
New +$1.38M 0.01% 682

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

Envestnet Portfolio Solutions's JKHY Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Jack Henry & Associates (JKHY) stake by 45% in Q1 2026, selling an estimated $494K and leaving 3,507 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Envestnet Portfolio Solutions first reported a position in JKHY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2024. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Envestnet Portfolio Solutions held 3,507 shares of Jack Henry & Associates worth $554K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 2,882 Jack Henry & Associates shares in Q1 2026, an estimated $494K.
  • Jack Henry & Associates made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #853 holding.
  • Envestnet Portfolio Solutions first reported a position in Jack Henry & Associates in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Jack Henry & Associates position peaked at $1.92M in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.