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Evolve Private Wealth’s Jack Henry & Associates JKHY Stock Holding History

Evolve Private 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
-2,073
Closed -$328K – 1129
2026
Q1 		$328K Sell
2,073
-352
-15% -$60.3K 0.02% 746
2025
Q4 		$443K Buy
+2,425
New +$404K 0.03% 575

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolve Private Wealth's JKHY Position: Q2 2026 in Review

Evolve Private Wealth sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 2,073 shares — an estimated $328K sold.

Evolve Private Wealth first reported a position in JKHY in Q4 2025 and held it in 2 quarters. The position peaked at $443K in Q4 2025. 709 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Evolve Private Wealth reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 2,073 Jack Henry & Associates shares in Q2 2026, an estimated $328K.
  • Evolve Private Wealth first reported a position in Jack Henry & Associates in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Jack Henry & Associates position peaked at $443K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.