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Moneta Group Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Moneta Group Investment 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
2026
Q1 		– Sell
-1,139
Closed -$208K – 835
2025
Q4 		$208K Sell
1,139
-373
-25% -$62.1K ﹤0.01% 771
2025
Q3 		$225K Sell
1,512
-838
-36% -$139K ﹤0.01% 715
2025
Q2 		$423K Buy
2,350
+753
+47% +$134K 0.01% 475
2025
Q1 		$292K Buy
1,597
+21
+1% +$3.67K ﹤0.01% 532
2024
Q4 		$276K Sell
1,576
-3
-0.2% -$536 ﹤0.01% 549
2024
Q3 		$279K Sell
1,579
-135
-8% -$22.8K ﹤0.01% 538
2024
Q2 		$285K Buy
1,714
+8
+0.5% +$1.33K ﹤0.01% 498
2024
Q1 		$296K Buy
1,706
+234
+16% +$39.8K ﹤0.01% 492
2023
Q4 		$241K Buy
+1,472
New +$225K ﹤0.01% 493
2021
Q1 		– Sell
-1,327
Closed -$215K – 427
2020
Q4 		$215K Buy
+1,327
New +$211K 0.02% 296
2015
Q4 		– Sell
-143
Closed -$10K – 283
2015
Q3 		$10K Buy
+143
New +$9.84K ﹤0.01% 418

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moneta Group Investment Advisors's JKHY Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,139 shares — an estimated $208K sold.

Moneta Group Investment Advisors first reported a position in JKHY in Q3 2015 and held it in 11 quarters. The position peaked at $423K in Q2 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,139 Jack Henry & Associates shares in Q1 2026, an estimated $208K.
  • Moneta Group Investment Advisors first reported a position in Jack Henry & Associates in Q3 2015 and held it in 11 quarters.
  • Moneta Group Investment Advisors's Jack Henry & Associates position peaked at $423K in Q2 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.