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

LGT 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
Q1 		– Sell
-49
Closed -$8.59K – 524
2024
Q4 		$8.59K Hold
49
– – 0.02% 461
2024
Q3 		$8.65K Hold
49
– – 0.02% 445
2024
Q2 		$8.13K Hold
49
– – 0.02% 515
2024
Q1 		$8.51K Hold
49
– – 0.01% 521
2023
Q4 		$8.01K Hold
49
– – 0.01% 527
2023
Q3 		$7.41K Buy
+49
New +$7.91K 0.01% 538

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGT Financial Advisors's JKHY Position: Q1 2025 in Review

LGT Financial Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 49 shares — an estimated $8.59K sold.

LGT Financial Advisors first reported a position in JKHY in Q3 2023 and held it in 6 quarters. The position peaked at $8.65K in Q3 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • LGT Financial Advisors reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 49 Jack Henry & Associates shares in Q1 2025, an estimated $8.59K.
  • LGT Financial Advisors first reported a position in Jack Henry & Associates in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Jack Henry & Associates position peaked at $8.65K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.