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Marshall Financial Group (Maryland)’s Jack Henry & Associates JKHY Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-6,644
Closed -$989K – 298
2025
Q3 		$989K Buy
6,644
+274
+4% +$45.5K 0.19% 134
2025
Q2 		$1.15M Buy
6,370
+26
+0.4% +$4.62K 0.23% 103
2025
Q1 		$1.16M Buy
6,344
+315
+5% +$55K 0.25% 93
2024
Q4 		$1.06M Buy
6,029
+197
+3% +$35.2K 0.26% 101
2024
Q3 		$1.03M Buy
5,832
+28
+0.5% +$4.74K 0.25% 112
2024
Q2 		$964K Buy
+5,804
New +$964K 0.27% 100
2023
Q4 		– Sell
-5,300
Closed -$801K – 184
2023
Q3 		$801K Sell
5,300
-30
-0.6% -$4.84K 0.29% 87
2023
Q2 		$892K Buy
5,330
+159
+3% +$24.8K 0.3% 81
2023
Q1 		$779K Sell
5,171
-396
-7% -$66.1K 0.28% 96
2022
Q4 		$977K Buy
5,567
+143
+3% +$26.4K 0.38% 93
2022
Q3 		$989K Sell
5,424
-15
-0.3% -$2.94K 0.42% 67
2022
Q2 		$979K Sell
5,439
-1,307
-19% -$245K 0.39% 71
2022
Q1 		$1.33M Sell
6,746
-60
-0.9% -$10.5K 0.54% 55
2021
Q4 		$1.14M Buy
6,806
+464
+7% +$75.1K 0.42% 81
2021
Q3 		$1.04M Buy
6,342
+353
+6% +$60.7K 0.54% 55
2021
Q2 		$979K Sell
5,989
-660
-10% -$105K 0.53% 62
2021
Q1 		$1.01M Buy
6,649
+304
+5% +$46.4K 0.6% 69
2020
Q4 		$1.03M Buy
+6,345
New +$1.01M 0.67% 61

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Financial Group (Maryland)'s JKHY Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 6,644 shares — an estimated $989K sold.

Marshall Financial Group (Maryland) first reported a position in JKHY in Q4 2020 and held it in 18 quarters. The position peaked at $1.33M in Q1 2022. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,644 Jack Henry & Associates shares in Q4 2025, an estimated $989K.
  • Marshall Financial Group (Maryland) first reported a position in Jack Henry & Associates in Q4 2020 and held it in 18 quarters.
  • Marshall Financial Group (Maryland)'s Jack Henry & Associates position peaked at $1.33M in Q1 2022.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.