GSWM
JKHY icon

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

Golden State 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
Q2 		$5.71K Sell
41
-5
-11% -$710 ﹤0.01% 1229
2026
Q1 		$7.32K Sell
46
-7
-13% -$1.2K ﹤0.01% 1146
2025
Q4 		$9.7K Buy
53
+7
+15% +$1.17K ﹤0.01% 1113
2025
Q3 		$6.85K Buy
46
+5
+12% +$830 ﹤0.01% 1182
2025
Q2 		$7.39K Hold
41
– – ﹤0.01% 1149
2025
Q1 		$7.49K Hold
41
– – ﹤0.01% 1079
2024
Q4 		$7.19K Buy
+41
New +$7.33K ﹤0.01% 1037

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's JKHY Position: Q2 2026 in Review

Golden State Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 11% in Q2 2026, selling an estimated $710 and leaving 41 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Golden State Wealth Management first reported a position in JKHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.7K in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Golden State Wealth Management held 41 shares of Jack Henry & Associates worth $5.71K as of Q2 2026.
  • Golden State Wealth Management sold 5 Jack Henry & Associates shares in Q2 2026, an estimated $710.
  • Jack Henry & Associates made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1229 holding.
  • Golden State Wealth Management first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Jack Henry & Associates position peaked at $9.7K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.