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

Forum Financial 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 		– Sell
-1,507
Closed -$275K – 675
2025
Q4 		$275K Sell
1,507
-213
-12% -$35.5K ﹤0.01% 793
2025
Q3 		$256K Buy
1,720
+375
+28% +$62.3K ﹤0.01% 819
2025
Q2 		$242K Sell
1,345
-130
-9% -$23.1K ﹤0.01% 790
2025
Q1 		$269K Buy
1,475
+137
+10% +$23.9K ﹤0.01% 648
2024
Q4 		$235K Buy
+1,338
New +$239K ﹤0.01% 765

Other funds holding JKHY

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 $32.2B AUM 10.98% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Forum Financial Management's JKHY Position: Q1 2026 in Review

Forum Financial Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,507 shares — an estimated $275K sold.

Forum Financial Management first reported a position in JKHY in Q4 2024 and held it in 5 quarters. The position peaked at $275K in Q4 2025. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Forum Financial Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,507 Jack Henry & Associates shares in Q1 2026, an estimated $275K.
  • Forum Financial Management first reported a position in Jack Henry & Associates in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Jack Henry & Associates position peaked at $275K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.