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

Legacy Financial 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
Q2 		– Sell
-3,684
Closed -$673K – 378
2025
Q1 		$673K Sell
3,684
-146
-4% -$25.5K 0.11% 156
2024
Q4 		$671K Sell
3,830
-263
-6% -$47K 0.11% 157
2024
Q3 		$723K Sell
4,093
-39
-0.9% -$6.6K 0.12% 150
2024
Q2 		$686K Buy
4,132
+38
+0.9% +$6.31K 0.12% 137
2024
Q1 		$711K Buy
4,094
+238
+6% +$40.5K 0.13% 134
2023
Q4 		$630K Buy
3,856
+109
+3% +$16.7K 0.12% 131
2023
Q3 		$566K Buy
3,747
+5
+0.1% +$807 0.11% 121
2023
Q2 		$626K Buy
3,742
+1,473
+65% +$229K 0.12% 105
2023
Q1 		$342K Buy
2,269
+792
+54% +$132K 0.07% 169
2022
Q4 		$259K Buy
1,477
+35
+2% +$6.46K 0.06% 196
2022
Q3 		$263K Buy
1,442
+31
+2% +$6.08K 0.06% 174
2022
Q2 		$254K Sell
1,411
-789
-36% -$148K 0.06% 171
2022
Q1 		$434K Sell
2,200
-119
-5% -$20.8K 0.1% 116
2021
Q4 		$387K Buy
2,319
+105
+5% +$17K 0.09% 116
2021
Q3 		$363K Buy
2,214
+62
+3% +$10.7K 0.09% 107
2021
Q2 		$352K Buy
2,152
+332
+18% +$53K 0.09% 106
2021
Q1 		$276K Buy
1,820
+519
+40% +$79.2K 0.08% 120
2020
Q4 		$211K Buy
+1,301
New +$207K 0.06% 140
2019
Q2 		– Sell
-273
Closed -$38K – 520
2019
Q1 		$38K Buy
273
+46
+20% +$6.08K 0.01% 320
2018
Q4 		$29K Buy
227
+183
+416% +$26K 0.01% 343
2018
Q3 		$7K Hold
44
– – ﹤0.01% 615
2018
Q2 		$6K Buy
44
+10
+29% +$1.24K ﹤0.01% 660
2018
Q1 		$4K Hold
34
– – ﹤0.01% 680
2017
Q4 		$3K Buy
+34
New +$3.8K ﹤0.01% 699

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's JKHY Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 3,684 shares — an estimated $673K sold.

Legacy Financial Advisors first reported a position in JKHY in Q4 2017 and held it in 24 quarters. The position peaked at $723K in Q3 2024. 713 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,684 Jack Henry & Associates shares in Q2 2025, an estimated $673K.
  • Legacy Financial Advisors first reported a position in Jack Henry & Associates in Q4 2017 and held it in 24 quarters.
  • Legacy Financial Advisors's Jack Henry & Associates position peaked at $723K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.