Legacy Capital Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Legacy Capital Wealth Partners’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	$264K	Buy	1,918 +288	+18%	+$40.9K	0.05%	318
2026 Q1	$258K	Sell	1,630 -2	-0.1%	-$343	0.05%	322
2025 Q4	$298K	Hold	1,632	–	–	0.06%	302
2025 Q3	$243K	Hold	1,632	–	–	0.05%	337
2025 Q2	$294K	Sell	1,632 -66	-4%	-$11.7K	0.07%	305
2025 Q1	$310K	Sell	1,698 -2,495	-60%	-$435K	0.08%	270
2024 Q4	$735K	Sell	4,193 -24	-0.6%	-$4.29K	0.18%	113
2024 Q3	$744K	Sell	4,217 -294	-7%	-$49.8K	0.15%	132
2024 Q2	$749K	Buy	+4,511	New	+$749K	0.19%	100
2024 Q1	–	Sell	-4,441	Closed	-$726K	–	231
2023 Q4	$726K	Buy	4,441 +232	+6%	+$35.5K	0.21%	100
2023 Q3	$636K	Buy	+4,209	New	+$679K	0.17%	119
2023 Q2	–	Sell	-3,897	Closed	-$587K	–	138
2023 Q1	$587K	Buy	+3,897	New	+$650K	0.16%	120
2021 Q2	–	Sell	-1,811	Closed	-$275K	–	51
2021 Q1	$275K	Buy	+1,811	New	+$276K	0.11%	65

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Wealth Partners's JKHY Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Jack Henry & Associates (JKHY) stake by 18% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,918 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #318.

Legacy Capital Wealth Partners first reported a position in JKHY in Q1 2021 and has held it in 13 quarters since. The position peaked at $749K in Q2 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Legacy Capital Wealth Partners held 1,918 shares of Jack Henry & Associates worth $264K as of Q2 2026.
Legacy Capital Wealth Partners bought 288 Jack Henry & Associates shares in Q2 2026, an estimated $40.9K.
Jack Henry & Associates made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #318 holding.
Legacy Capital Wealth Partners first reported a position in Jack Henry & Associates in Q1 2021 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Jack Henry & Associates position peaked at $749K in Q2 2024.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.