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Marks Group Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Marks Group 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 		– Sell
-9,079
Closed -$1.64M – 301
2025
Q2 		$1.64M Buy
9,079
+1
+0% +$178 0.15% 135
2025
Q1 		$1.66M Buy
9,078
+229
+3% +$40K 0.16% 136
2024
Q4 		$1.55M Buy
8,849
+112
+1% +$20K 0.15% 137
2024
Q3 		$1.54M Sell
8,737
-12,441
-59% -$2.11M 0.15% 142
2024
Q2 		$3.52M Buy
21,178
+778
+4% +$129K 0.37% 87
2024
Q1 		$3.54M Buy
20,400
+945
+5% +$161K 0.37% 86
2023
Q4 		$3.18M Buy
19,455
+616
+3% +$94.3K 0.36% 87
2023
Q3 		$2.85M Sell
18,839
-77
-0.4% -$12.4K 0.35% 93
2023
Q2 		$3.17M Sell
18,916
-49
-0.3% -$7.63K 0.38% 91
2023
Q1 		$2.86M Buy
18,965
+9,967
+111% +$1.66M 0.37% 95
2022
Q4 		$1.58M Buy
8,998
+42
+0.5% +$7.76K 0.22% 127
2022
Q3 		$1.63M Sell
8,956
-7,110
-44% -$1.39M 0.25% 118
2022
Q2 		$2.89M Buy
16,066
+208
+1% +$39K 0.42% 84
2022
Q1 		$3.13M Buy
15,858
+1,556
+11% +$272K 0.39% 91
2021
Q4 		$2.41M Buy
14,302
+860
+6% +$139K 0.29% 105
2021
Q3 		$2.17M Buy
13,442
+411
+3% +$70.7K 0.29% 110
2021
Q2 		$2.11M Buy
13,031
+420
+3% +$67.1K 0.29% 113
2021
Q1 		$1.91M Buy
12,611
+1,070
+9% +$163K 0.28% 107
2020
Q4 		$1.87M Buy
11,541
+1,000
+9% +$159K 0.29% 110
2020
Q3 		$1.71M Buy
10,541
+656
+7% +$114K 0.31% 107
2020
Q2 		$1.82M Buy
9,885
+52
+0.5% +$9.06K 0.37% 106
2020
Q1 		$1.52M Buy
9,833
+272
+3% +$42.2K 0.39% 101
2019
Q4 		$1.39M Buy
+9,561
New +$1.4M 0.27% 122

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

Marks Group Wealth Management's JKHY Position: Q3 2025 in Review

Marks Group Wealth Management sold out of Jack Henry & Associates (JKHY) in Q3 2025, closing a stake of 9,079 shares — an estimated $1.64M sold.

Marks Group Wealth Management first reported a position in JKHY in Q4 2019 and held it in 23 quarters. The position peaked at $3.54M in Q1 2024. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

  • Marks Group Wealth Management reported no remaining Jack Henry & Associates position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 9,079 Jack Henry & Associates shares in Q3 2025, an estimated $1.64M.
  • Marks Group Wealth Management first reported a position in Jack Henry & Associates in Q4 2019 and held it in 23 quarters.
  • Marks Group Wealth Management's Jack Henry & Associates position peaked at $3.54M in Q1 2024.
  • 735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.