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Legacy Advisors’s Jack Henry & Associates JKHY Stock Holding History

Legacy Advisors’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
Q1 		$925K Buy
5,063
+17
+0.3% +$2.97K 0.1% 169
2024
Q4 		$885K Buy
5,046
+109
+2% +$19.5K 0.09% 179
2024
Q3 		$872K Sell
4,937
-76
-2% -$12.9K 0.09% 174
2024
Q2 		$832K Buy
5,013
+117
+2% +$19.4K 0.1% 147
2024
Q1 		$851K Buy
4,896
+365
+8% +$62.1K 0.11% 150
2023
Q4 		$740K Hold
4,531
– – 0.1% 161
2023
Q3 		$685K Buy
4,531
+221
+5% +$35.7K 0.11% 153
2023
Q2 		$721K Buy
4,310
+196
+5% +$30.5K 0.11% 146
2023
Q1 		$620K Buy
4,114
+312
+8% +$52.1K 0.11% 131
2022
Q4 		$667K Buy
3,802
+1,161
+44% +$214K 0.12% 117
2022
Q3 		$481K Buy
2,641
+616
+30% +$121K 0.11% 130
2022
Q2 		$365K Buy
2,025
+923
+84% +$173K 0.08% 147
2022
Q1 		$217K Buy
+1,102
New +$193K 0.04% 196

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Advisors's JKHY Position: Q1 2025 in Review

Legacy Advisors increased its Jack Henry & Associates (JKHY) stake by 0.34% in Q1 2025, buying an estimated $2.97K and bringing the position to 5,063 shares worth $925K. The position accounts for 0.1% of the portfolio, ranked #169.

Legacy Advisors first reported a position in JKHY in Q1 2022 and has held it in 13 quarters since. 717 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • Legacy Advisors held 5,063 shares of Jack Henry & Associates worth $925K as of Q1 2025.
  • Legacy Advisors bought 17 Jack Henry & Associates shares in Q1 2025, an estimated $2.97K.
  • Jack Henry & Associates made up 0.1% of Legacy Advisors's portfolio in Q1 2025, its #169 holding.
  • Legacy Advisors first reported a position in Jack Henry & Associates in Q1 2022 and has held it in 13 quarters since.
  • 717 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.