Focus Partners Wealth
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Focus Partners Wealth’s Jack Henry & Associates JKHY Stock Holding History

Focus Partners 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
Q1 		$2.23M Buy
14,163
+9,548
+207% +$1.64M ﹤0.01% 1275
2025
Q4 		$842K Buy
4,615
+2,681
+139% +$447K ﹤0.01% 1705
2025
Q3 		$288K Sell
1,934
-142
-7% -$23.6K ﹤0.01% 1863
2025
Q2 		$374K Buy
2,076
+689
+50% +$122K ﹤0.01% 1577
2025
Q1 		$253K Buy
1,387
+138
+11% +$24.1K ﹤0.01% 1655
2024
Q4 		$219K Buy
+1,249
New +$223K ﹤0.01% 1683

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

Focus Partners Wealth's JKHY Position: Q1 2026 in Review

Focus Partners Wealth increased its Jack Henry & Associates (JKHY) stake by 207% in Q1 2026, buying an estimated $1.64M and bringing the position to 14,163 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Focus Partners Wealth first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Focus Partners Wealth held 14,163 shares of Jack Henry & Associates worth $2.23M as of Q1 2026.
  • Focus Partners Wealth bought 9,548 Jack Henry & Associates shares in Q1 2026, an estimated $1.64M.
  • Jack Henry & Associates made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1275 holding.
  • Focus Partners Wealth first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.