Goodman Advisory Group’s Jack Henry & Associates JKHY Stock Holding History

Goodman Advisory Group’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	-2,647	Closed	-$477K	–	195
2025 Q2	$477K	Sell	2,647 -11,874	-82%	-$2.11M	0.16%	43
2025 Q1	$2.65M	Sell	14,521 -2,415	-14%	-$422K	0.81%	37
2024 Q4	$2.97M	Buy	16,936 +2,158	+15%	+$386K	0.88%	35
2024 Q3	$2.61M	Buy	14,778 +902	+7%	+$153K	0.74%	37
2024 Q2	$2.3M	Buy	13,876 +231	+2%	+$38.4K	0.69%	35
2024 Q1	$2.37M	Buy	13,645 +218	+2%	+$37.1K	0.75%	32
2023 Q4	$2.19M	Buy	13,427 +1,993	+17%	+$305K	0.75%	29
2023 Q3	$1.73M	Buy	+11,434	New	+$1.85M	0.65%	39
2022 Q2	–	Sell	-22,875	Closed	-$4.51M	–	179
2022 Q1	$4.51M	Sell	22,875 -4,834	-17%	-$845K	1.56%	23
2021 Q4	$4.63M	Buy	+27,709	New	+$4.48M	1.56%	23

Other funds holding JKHY

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

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

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

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

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

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

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

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goodman Advisory Group's JKHY Position: Q3 2025 in Review

Goodman Advisory Group sold out of Jack Henry & Associates (JKHY) in Q3 2025, closing a stake of 2,647 shares — an estimated $477K sold.

Goodman Advisory Group first reported a position in JKHY in Q4 2021 and held it in 10 quarters. The position peaked at $4.63M in Q4 2021. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

Goodman Advisory Group reported no remaining Jack Henry & Associates position as of Q3 2025 after selling out during the quarter.
Goodman Advisory Group sold 2,647 Jack Henry & Associates shares in Q3 2025, an estimated $477K.
Goodman Advisory Group first reported a position in Jack Henry & Associates in Q4 2021 and held it in 10 quarters.
Goodman Advisory Group's Jack Henry & Associates position peaked at $4.63M in Q4 2021.
735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Goodman Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.