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

FSM 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
2026 Q2	$494K	Sell	3,589 -50	-1%	-$7.09K	0.05%	188
2026 Q1	$575K	Buy	3,639 +18	+0.5%	+$3.08K	0.07%	149
2025 Q4	$661K	Buy	3,621 +17	+0.5%	+$2.83K	0.09%	128
2025 Q3	$537K	Buy	3,604 +11	+0.3%	+$1.83K	0.08%	167
2025 Q2	$649K	Buy	3,593 +3	+0.1%	+$533	0.11%	127
2025 Q1	$656K	Buy	3,590 +1	+0%	+$175	0.15%	87
2024 Q4	$619K	Buy	3,589 +7	+0.2%	+$1.25K	0.15%	85
2024 Q3	$632K	Buy	3,582 +4	+0.1%	+$677	0.17%	82
2024 Q2	$594K	Buy	3,578 +8	+0.2%	+$1.33K	0.2%	76
2024 Q1	$620K	Buy	3,570 +1	+0%	+$170	0.22%	73
2023 Q4	$583K	Buy	3,569 +3	+0.1%	+$459	0.25%	72
2023 Q3	$539K	Hold	3,566	–	–	0.27%	71
2023 Q2	$588K	Hold	3,566	–	–	0.29%	71
2023 Q1	$537K	Sell	3,566 -12	-0.3%	-$2K	0.31%	71
2022 Q4	$628K	Hold	3,578	–	–	0.45%	59
2022 Q3	$652K	Buy	+3,578	New	+$702K	0.54%	47

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FSM Wealth Advisors's JKHY Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 1.4% in Q2 2026, selling an estimated $7.09K and leaving 3,589 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #188.

FSM Wealth Advisors first reported a position in JKHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $661K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

FSM Wealth Advisors held 3,589 shares of Jack Henry & Associates worth $494K as of Q2 2026.
FSM Wealth Advisors sold 50 Jack Henry & Associates shares in Q2 2026, an estimated $7.09K.
Jack Henry & Associates made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #188 holding.
FSM Wealth Advisors first reported a position in Jack Henry & Associates in Q3 2022 and has held it in 16 quarters since.
FSM Wealth Advisors's Jack Henry & Associates position peaked at $661K in Q4 2025.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.