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

Institute for 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	$81K	Buy	+588	New	+$83.4K	0.01%	748

Other funds holding JKHY

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Institute for Wealth Management's JKHY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 588 shares worth $81K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings.

367 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Institute for Wealth Management held 588 shares of Jack Henry & Associates worth $81K as of Q2 2026.
Jack Henry & Associates was a new Institute for Wealth Management position in Q2 2026.
Jack Henry & Associates made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #748 holding.
367 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.