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Outlook Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Outlook Wealth 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 		$311K Sell
1,969
-7
-0.4% -$1.2K 0.08% 244
2025
Q4 		$361K Sell
1,976
-8
-0.4% -$1.33K 0.08% 205
2025
Q3 		$295K Sell
1,984
-280
-12% -$46.5K 0.07% 234
2025
Q2 		$408K Sell
2,264
-36
-2% -$6.39K 0.1% 177
2025
Q1 		$420K Buy
2,300
+18
+0.8% +$3.14K 0.12% 161
2024
Q4 		$400K Buy
2,282
+310
+16% +$55.4K 0.11% 173
2024
Q3 		$348K Buy
1,972
+155
+9% +$26.2K 0.1% 199
2024
Q2 		$302K Buy
1,817
+297
+20% +$49.3K 0.09% 215
2024
Q1 		$264K Buy
+1,520
New +$259K 0.08% 228

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

Outlook Wealth Advisors's JKHY Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 0.35% in Q1 2026, selling an estimated $1.2K and leaving 1,969 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #244.

Outlook Wealth Advisors first reported a position in JKHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $420K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Outlook Wealth Advisors held 1,969 shares of Jack Henry & Associates worth $311K as of Q1 2026.
  • Outlook Wealth Advisors sold 7 Jack Henry & Associates shares in Q1 2026, an estimated $1.2K.
  • Jack Henry & Associates made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #244 holding.
  • Outlook Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 9 quarters since.
  • Outlook Wealth Advisors's Jack Henry & Associates position peaked at $420K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.