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FSC Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

FSC Wealth Advisors’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
Q1 		– Sell
-6
Closed -$1.05K – 293
2024
Q4 		$1.05K Hold
6
– – ﹤0.01% 277
2024
Q3 		$1.06K Hold
6
– – ﹤0.01% 269
2024
Q2 		$996 Buy
+6
New +$996 ﹤0.01% 278

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's JKHY Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 6 shares — an estimated $1.05K sold.

FSC Wealth Advisors first reported a position in JKHY in Q2 2024 and held it in 3 quarters. The position peaked at $1.06K in Q3 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 6 Jack Henry & Associates shares in Q1 2025, an estimated $1.05K.
  • FSC Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Jack Henry & Associates position peaked at $1.06K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.