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Laird Norton Wetherby Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Laird Norton Wetherby 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 		$255K Sell
1,714
-177
-9% -$29.4K 0.01% 805
2025
Q2 		$341K Buy
+1,891
New +$336K 0.02% 682
2024
Q4 		$286K Buy
1,632
+113
+7% +$20.2K 0.01% 714
2024
Q3 		$268K Sell
1,519
-32
-2% -$5.42K 0.01% 768
2024
Q2 		$257K Buy
1,551
+14
+0.9% +$2.32K 0.01% 756
2024
Q1 		$267K Hold
1,537
– – 0.01% 776
2023
Q4 		$251K Buy
1,537
+157
+11% +$24K 0.01% 783
2023
Q3 		$209K Buy
1,380
+34
+3% +$5.49K 0.01% 810
2023
Q2 		$225K Sell
1,346
-4
-0.3% -$623 0.01% 808
2023
Q1 		$203K Sell
1,350
-476
-26% -$79.4K 0.01% 822
2022
Q4 		$321K Sell
1,826
-443
-20% -$81.8K 0.02% 658
2022
Q3 		$414K Buy
2,269
+433
+24% +$84.9K 0.03% 555
2022
Q2 		$331K Buy
1,836
+102
+6% +$19.1K 0.02% 643
2022
Q1 		$342K Buy
1,734
+42
+2% +$7.34K 0.02% 668
2021
Q4 		$283K Buy
1,692
+45
+3% +$7.28K 0.02% 736
2021
Q3 		$270K Sell
1,647
-57
-3% -$9.8K 0.02% 758
2021
Q2 		$279K Sell
1,704
-9
-0.5% -$1.44K 0.02% 742
2021
Q1 		$260K Sell
1,713
-29
-2% -$4.42K 0.02% 668
2020
Q4 		$282K Sell
1,742
-225
-11% -$35.7K 0.02% 689
2020
Q3 		$320K Sell
1,967
-396
-17% -$68.8K 0.03% 505
2020
Q2 		$434K Buy
2,363
+737
+45% +$128K 0.04% 394
2020
Q1 		$252K Buy
1,626
+252
+18% +$39.1K 0.03% 503
2019
Q4 		$200K Sell
1,374
-94
-6% -$13.7K 0.02% 665
2019
Q3 		$214K Buy
+1,468
New +$208K 0.02% 638

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JKHY Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 9.4% in Q3 2025, selling an estimated $29.4K and leaving 1,714 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #805.

Laird Norton Wetherby Wealth Management first reported a position in JKHY in Q3 2019 and has held it in 24 quarters since. The position peaked at $434K in Q2 2020. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,714 shares of Jack Henry & Associates worth $255K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 177 Jack Henry & Associates shares in Q3 2025, an estimated $29.4K.
  • Jack Henry & Associates made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #805 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Jack Henry & Associates in Q3 2019 and has held it in 24 quarters since.
  • Laird Norton Wetherby Wealth Management's Jack Henry & Associates position peaked at $434K in Q2 2020.
  • 735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.