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

Moran 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
2026
Q2 		$4.66M Buy
33,804
+10,484
+45% +$1.49M 0.13% 221
2026
Q1 		$3.69M Sell
23,320
-2,537
-10% -$435K 0.11% 234
2025
Q4 		$4.72M Buy
25,857
+22,016
+573% +$3.67M 0.14% 207
2025
Q3 		$572K Buy
3,841
+705
+22% +$117K 0.02% 390
2025
Q2 		$565K Sell
3,136
-430
-12% -$76.4K 0.02% 397
2025
Q1 		$651K Sell
3,566
-305
-8% -$53.2K 0.02% 347
2024
Q4 		$679K Buy
3,871
+85
+2% +$15.2K 0.02% 340
2024
Q3 		$668K Buy
3,786
+28
+0.7% +$4.74K 0.02% 346
2024
Q2 		$624K Buy
3,758
+1,570
+72% +$261K 0.02% 325
2024
Q1 		$380K Buy
2,188
+818
+60% +$139K 0.01% 355
2023
Q4 		$224K Buy
+1,370
New +$210K 0.01% 395

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moran Wealth Management's JKHY Position: Q2 2026 in Review

Moran Wealth Management increased its Jack Henry & Associates (JKHY) stake by 45% in Q2 2026, buying an estimated $1.49M and bringing the position to 33,804 shares worth $4.66M. The position accounts for 0.13% of the portfolio, ranked #221.

Moran Wealth Management first reported a position in JKHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.72M in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Moran Wealth Management held 33,804 shares of Jack Henry & Associates worth $4.66M as of Q2 2026.
  • Moran Wealth Management bought 10,484 Jack Henry & Associates shares in Q2 2026, an estimated $1.49M.
  • Jack Henry & Associates made up 0.13% of Moran Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Moran Wealth Management first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Jack Henry & Associates position peaked at $4.72M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.