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Financial Advocates Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,155
Closed -$388K – 338
2025
Q2 		$388K Sell
2,155
-440
-17% -$78.1K 0.03% 427
2025
Q1 		$474K Buy
2,595
+3
+0.1% +$524 0.03% 435
2024
Q4 		$454K Buy
2,592
+216
+9% +$38.6K 0.03% 481
2024
Q3 		$420K Buy
2,376
+161
+7% +$27.2K 0.02% 510
2024
Q2 		$368K Buy
+2,215
New +$368K 0.02% 521

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's JKHY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Jack Henry & Associates (JKHY) in Q3 2025, closing a stake of 2,155 shares — an estimated $388K sold.

Financial Advocates Investment Management first reported a position in JKHY in Q2 2024 and held it in 5 quarters. The position peaked at $474K in Q1 2025. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Jack Henry & Associates position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,155 Jack Henry & Associates shares in Q3 2025, an estimated $388K.
  • Financial Advocates Investment Management first reported a position in Jack Henry & Associates in Q2 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's Jack Henry & Associates position peaked at $474K in Q1 2025.
  • 735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.