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

National Wealth Management Group’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
-1,162
Closed -$212K – 236
2025
Q4 		$212K Buy
+1,162
New +$194K 0.07% 232

Other funds holding JKHY

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
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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

National Wealth Management Group's JKHY Position: Q1 2026 in Review

National Wealth Management Group sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,162 shares — an estimated $212K sold.

National Wealth Management Group first reported a position in JKHY in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • National Wealth Management Group reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,162 Jack Henry & Associates shares in Q1 2026, an estimated $212K.
  • National Wealth Management Group first reported a position in Jack Henry & Associates in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's Jack Henry & Associates position peaked at $212K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.