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Parkwoods Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Parkwoods Wealth Partners’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
-1,147
Closed -$209K – 117
2025
Q4 		$209K Buy
+1,147
New +$191K 0.06% 101
2025
Q3 		– Sell
-1,140
Closed -$205K – 100
2025
Q2 		$205K Hold
1,140
– – 0.12% 74
2025
Q1 		$208K Buy
+1,140
New +$199K 0.14% 53
2024
Q4 		– Sell
-1,140
Closed -$201K – 34
2024
Q3 		$201K Buy
+1,140
New +$193K 0.17% 29

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

Parkwoods Wealth Partners's JKHY Position: Q1 2026 in Review

Parkwoods Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,147 shares — an estimated $209K sold.

Parkwoods Wealth Partners first reported a position in JKHY in Q3 2024 and held it in 4 quarters. The position peaked at $209K in Q4 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Parkwoods Wealth Partners reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Parkwoods Wealth Partners sold 1,147 Jack Henry & Associates shares in Q1 2026, an estimated $209K.
  • Parkwoods Wealth Partners first reported a position in Jack Henry & Associates in Q3 2024 and held it in 4 quarters.
  • Parkwoods Wealth Partners's Jack Henry & Associates position peaked at $209K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.