Garde Capital’s Jack Henry & Associates JKHY Stock Holding History

Garde Capital’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	-425	Closed	-$76.6K	–	535
2025 Q2	$76.6K	Hold	425	–	–	﹤0.01%	309
2025 Q1	$77.6K	Buy	+425	New	+$74.2K	﹤0.01%	298
2023 Q1	–	Sell	-646	Closed	-$113K	–	261
2022 Q4	$113K	Hold	646	–	–	0.01%	229
2022 Q3	$118K	Hold	646	–	–	0.02%	225
2022 Q2	$116K	Hold	646	–	–	0.01%	244
2022 Q1	$127K	Hold	646	–	–	0.01%	254
2021 Q4	$108K	Hold	646	–	–	0.01%	280
2021 Q3	$106K	Hold	646	–	–	0.01%	268
2021 Q2	$106K	Buy	+646	New	+$103K	0.01%	266
2021 Q1	–	Sell	-646	Closed	-$104K	–	265
2020 Q4	$104K	Buy	+646	New	+$103K	0.01%	242

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return