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Intentional Wealth Strategies’s Jack Henry & Associates JKHY Stock Holding History

Intentional Wealth Strategies’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
-9
Closed -$1.42K – 500
2026
Q1 		$1.42K Buy
+9
New +$1.54K ﹤0.01% 716

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

Intentional Wealth Strategies's JKHY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 9 shares — an estimated $1.42K sold.

Intentional Wealth Strategies first reported a position in JKHY in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 9 Jack Henry & Associates shares in Q2 2026, an estimated $1.42K.
  • Intentional Wealth Strategies first reported a position in Jack Henry & Associates in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Jack Henry & Associates position peaked at $1.42K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

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