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Phillips Wealth Planners’s Jack Henry & Associates JKHY Stock Holding History

Phillips Wealth Planners’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 		$230K Buy
1,598
+19
+1% +$3.25K 0.17% 186
2025
Q4 		$297K Sell
1,579
-164
-9% -$27.3K 0.24% 145
2025
Q3 		$257K Buy
1,743
+132
+8% +$21.9K 0.21% 166
2025
Q2 		$290K Buy
1,611
+73
+5% +$13K 0.26% 135
2025
Q1 		$266K Buy
1,538
+191
+14% +$33.3K 0.28% 127
2024
Q4 		$232K Buy
1,347
+129
+11% +$23.1K 0.23% 153
2024
Q3 		$226K Buy
+1,218
New +$206K 0.22% 169

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

Phillips Wealth Planners's JKHY Position: Q1 2026 in Review

Phillips Wealth Planners increased its Jack Henry & Associates (JKHY) stake by 1.2% in Q1 2026, buying an estimated $3.25K and bringing the position to 1,598 shares worth $230K. The position accounts for 0.17% of the portfolio, ranked #186.

Phillips Wealth Planners first reported a position in JKHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $297K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Phillips Wealth Planners held 1,598 shares of Jack Henry & Associates worth $230K as of Q1 2026.
  • Phillips Wealth Planners bought 19 Jack Henry & Associates shares in Q1 2026, an estimated $3.25K.
  • Jack Henry & Associates made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #186 holding.
  • Phillips Wealth Planners first reported a position in Jack Henry & Associates in Q3 2024 and has held it in 7 quarters since.
  • Phillips Wealth Planners's Jack Henry & Associates position peaked at $297K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.