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Golden State Equity Partners’s Jack Henry & Associates JKHY Stock Holding History

Golden State Equity Partners’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 		$2.21K Buy
+14
New +$2.4K ﹤0.01% 1654
2025
Q1 		– Sell
-1,875
Closed -$329K – 458
2024
Q4 		$329K Sell
1,875
-405
-18% -$72.4K 0.06% 320
2024
Q3 		$402K Sell
2,280
-1,217
-35% -$206K 0.21% 116
2024
Q2 		$581K Buy
+3,497
New +$581K 0.12% 184
2023
Q4 		$488K Buy
2,985
+942
+46% +$144K 0.12% 193
2023
Q3 		$309K Buy
2,043
+423
+26% +$68.3K 0.09% 249
2023
Q2 		$271K Buy
+1,620
New +$252K 0.08% 300

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Golden State Equity Partners's JKHY Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Jack Henry & Associates (JKHY) in Q1 2026: 14 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #1654 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in JKHY as recently as Q4 2024.

Golden State Equity Partners first reported a position in JKHY in Q2 2023 and has held it in 7 quarters since. The position peaked at $581K in Q2 2024. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Golden State Equity Partners held 14 shares of Jack Henry & Associates worth $2.21K as of Q1 2026.
  • Jack Henry & Associates was a new Golden State Equity Partners position in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1654 holding.
  • Golden State Equity Partners first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 7 quarters since.
  • Golden State Equity Partners's Jack Henry & Associates position peaked at $581K in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.