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

Hemington 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
2025
Q3 		$10K Sell
71
-37
-34% -$6.14K ﹤0.01% 879
2025
Q2 		$19K Buy
108
+14
+15% +$2.49K ﹤0.01% 640
2025
Q1 		$17K Buy
94
+18
+24% +$3.14K ﹤0.01% 628
2024
Q4 		$13K Buy
76
+21
+38% +$3.75K ﹤0.01% 674
2024
Q3 		$10K Buy
+55
New +$9.31K ﹤0.01% 709

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's JKHY Position: Q3 2025 in Review

Hemington Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 34% in Q3 2025, selling an estimated $6.14K and leaving 71 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Hemington Wealth Management first reported a position in JKHY in Q3 2024 and has held it in 5 quarters since. The position peaked at $19K in Q2 2025. 734 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

  • Hemington Wealth Management held 71 shares of Jack Henry & Associates worth $10K as of Q3 2025.
  • Hemington Wealth Management sold 37 Jack Henry & Associates shares in Q3 2025, an estimated $6.14K.
  • Jack Henry & Associates made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #879 holding.
  • Hemington Wealth Management first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Jack Henry & Associates position peaked at $19K in Q2 2025.
  • 734 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.