NWMG
JKHY icon

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

Nicholson 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
Q2 		$1.42M Buy
10,292
+95
+0.9% +$13.5K 0.84% 67
2026
Q1 		$1.61M Sell
10,197
-211
-2% -$36.1K 0.94% 60
2025
Q4 		$1.9M Buy
10,408
+970
+10% +$162K 1.11% 29
2025
Q3 		$1.41M Buy
9,438
+730
+8% +$121K 0.82% 76
2025
Q2 		$1.57M Buy
8,708
+94
+1% +$16.7K 0.97% 50
2025
Q1 		$1.57M Sell
8,614
-35
-0.4% -$6.11K 1.03% 44
2024
Q4 		$1.52M Buy
8,649
+3,310
+62% +$592K 1.01% 40
2024
Q3 		$943K Buy
+5,339
New +$903K 0.77% 40

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

Nicholson Wealth Management Group's JKHY Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Jack Henry & Associates (JKHY) stake by 0.93% in Q2 2026, buying an estimated $13.5K and bringing the position to 10,292 shares worth $1.42M. The position accounts for 0.84% of the portfolio, ranked #67.

Nicholson Wealth Management Group first reported a position in JKHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2025. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Nicholson Wealth Management Group held 10,292 shares of Jack Henry & Associates worth $1.42M as of Q2 2026.
  • Nicholson Wealth Management Group bought 95 Jack Henry & Associates shares in Q2 2026, an estimated $13.5K.
  • Jack Henry & Associates made up 0.84% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #67 holding.
  • Nicholson Wealth Management Group first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Jack Henry & Associates position peaked at $1.9M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.