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Oliver Lagore Vanvalin Investment Group’s Jack Henry & Associates JKHY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$17.3K Buy
+95
New +$16.9K 0.01% 364
2024
Q4 		$16.7K Hold
95
– – ﹤0.01% 386
2024
Q3 		$16.8K Hold
95
– – ﹤0.01% 363
2024
Q2 		$15.8K Hold
95
– – ﹤0.01% 360
2024
Q1 		$16.5K Hold
95
– – ﹤0.01% 360
2023
Q4 		$15.5K Hold
95
– – 0.01% 352
2023
Q3 		$14.4K Sell
95
-80
-46% -$12.9K 0.01% 385
2023
Q2 		$29.3K Hold
175
– – 0.01% 319
2023
Q1 		$26.4K Sell
175
-50
-22% -$8.35K 0.01% 259
2022
Q4 		$39.5K Hold
225
– – 0.02% 201
2022
Q3 		$41K Hold
225
– – 0.03% 187
2022
Q2 		$41K Hold
225
– – 0.02% 193
2022
Q1 		$44K Buy
+225
New +$39.3K 0.03% 183

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JKHY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Jack Henry & Associates (JKHY) in Q2 2025: 95 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JKHY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JKHY in Q1 2022 and has held it in 13 quarters since. The position peaked at $44K in Q1 2022. 714 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 95 shares of Jack Henry & Associates worth $17.3K as of Q2 2025.
  • Jack Henry & Associates was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Jack Henry & Associates made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #364 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Jack Henry & Associates in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Jack Henry & Associates position peaked at $44K in Q1 2022.
  • 714 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.