Hixon Zuercher’s Jack Henry & Associates JKHY Stock Holding History

Hixon Zuercher’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 Q4	–	Sell	-2,497	Closed	-$372K	–	89
2025 Q3	$372K	Hold	2,497	–	–	0.11%	84
2025 Q2	$450K	Hold	2,497	–	–	0.15%	77
2025 Q1	$456K	Hold	2,497	–	–	0.16%	78
2024 Q4	$438K	Hold	2,497	–	–	0.17%	76
2024 Q3	$441K	Hold	2,497	–	–	0.17%	71
2024 Q2	$415K	Hold	2,497	–	–	0.17%	61
2024 Q1	$434K	Hold	2,497	–	–	0.18%	57
2023 Q4	$408K	Hold	2,497	–	–	0.19%	56
2023 Q3	$377K	Hold	2,497	–	–	0.2%	52
2023 Q2	$418K	Hold	2,497	–	–	0.21%	52
2023 Q1	$376K	Hold	2,497	–	–	0.22%	48
2022 Q4	$438K	Buy	+2,497	New	+$461K	0.27%	49

Other funds holding JKHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hixon Zuercher's JKHY Position: Q4 2025 in Review

Hixon Zuercher sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 2,497 shares — an estimated $372K sold.

Hixon Zuercher first reported a position in JKHY in Q4 2022 and held it in 12 quarters. The position peaked at $456K in Q1 2025. 783 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

Hixon Zuercher reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
Hixon Zuercher sold 2,497 Jack Henry & Associates shares in Q4 2025, an estimated $372K.
Hixon Zuercher first reported a position in Jack Henry & Associates in Q4 2022 and held it in 12 quarters.
Hixon Zuercher's Jack Henry & Associates position peaked at $456K in Q1 2025.
783 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Hixon Zuercher's 13F filing for Q4 2025, filed 26 Jan 2026.