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Hoxton Planning & Management’s Jack Henry & Associates JKHY Stock Holding History

Hoxton Planning & 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
Q1 		– Sell
-1,110
Closed -$203K – 225
2025
Q4 		$203K Buy
+1,110
New +$185K 0.06% 213
2023
Q3 		– Sell
-1,218
Closed -$204K – 147
2023
Q2 		$204K Buy
+1,218
New +$190K 0.13% 139
2023
Q1 		– Sell
-1,730
Closed -$304K – 167
2022
Q4 		$304K Buy
+1,730
New +$319K 0.16% 119

Other funds holding JKHY

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hoxton Planning & Management's JKHY Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,110 shares — an estimated $203K sold.

Hoxton Planning & Management first reported a position in JKHY in Q4 2022 and held it in 3 quarters. The position peaked at $304K in Q4 2022. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Hoxton Planning & Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,110 Jack Henry & Associates shares in Q1 2026, an estimated $203K.
  • Hoxton Planning & Management first reported a position in Jack Henry & Associates in Q4 2022 and held it in 3 quarters.
  • Hoxton Planning & Management's Jack Henry & Associates position peaked at $304K in Q4 2022.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.