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

HB 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 		– Sell
-1,981
Closed -$313K – 1765
2026
Q1 		$313K Buy
1,981
+267
+16% +$45.7K ﹤0.01% 1216
2025
Q4 		$313K Buy
+1,714
New +$286K ﹤0.01% 1119
2025
Q3 		– Sell
-1,334
Closed -$240K – 1357
2025
Q2 		$240K Buy
+1,334
New +$237K ﹤0.01% 1032

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

HB Wealth Management's JKHY Position: Q2 2026 in Review

HB Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,981 shares — an estimated $313K sold.

HB Wealth Management first reported a position in JKHY in Q2 2025 and held it in 3 quarters. The position peaked at $313K in Q1 2026. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • HB Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 1,981 Jack Henry & Associates shares in Q2 2026, an estimated $313K.
  • HB Wealth Management first reported a position in Jack Henry & Associates in Q2 2025 and held it in 3 quarters.
  • HB Wealth Management's Jack Henry & Associates position peaked at $313K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.