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Gibbs Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Gibbs Wealth 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 		$347K Buy
+2,197
New +$376K 0.05% 367
2025
Q3 		– Sell
-1,379
Closed -$248K – 357
2025
Q2 		$248K Buy
1,379
+209
+18% +$37.1K 0.05% 319
2025
Q1 		$214K Buy
+1,170
New +$204K 0.05% 294

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 $3.38T AUM 44.17% 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
CIBC Bancorp USA
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

Gibbs Wealth Management's JKHY Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q1 2026: 2,197 shares worth $347K. The stake represents 0.05% of the portfolio and ranks #367 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in JKHY as recently as Q2 2025.

Gibbs Wealth Management first reported a position in JKHY in Q1 2025 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Gibbs Wealth Management held 2,197 shares of Jack Henry & Associates worth $347K as of Q1 2026.
  • Jack Henry & Associates was a new Gibbs Wealth Management position in Q1 2026.
  • Jack Henry & Associates made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #367 holding.
  • Gibbs Wealth Management first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 3 quarters since.
  • 774 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.