Plante Moran Financial Advisors’s Jack Henry & Associates JKHY Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-38	Closed	-$6.66K	–	885
2024 Q4	$6.66K	Buy	+38	New	+$6.79K	﹤0.01%	646
2023 Q2	–	Sell	-10	Closed	-$1.51K	–	836
2023 Q1	$1.51K	Hold	10	–	–	﹤0.01%	721
2022 Q4	$1.76K	Hold	10	–	–	﹤0.01%	746
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	788
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	821
2022 Q1	$2K	Sell	10 -24	-71%	-$4.2K	﹤0.01%	746
2021 Q4	$6K	Sell	34 -9	-21%	-$1.46K	﹤0.01%	785
2021 Q3	$7K	Buy	43 +33	+330%	+$5.67K	﹤0.01%	742
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	880
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	915
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	778
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	779
2020 Q2	$2K	Buy	+10	New	+$1.74K	﹤0.01%	672
2017 Q1	–	Sell	-89	Closed	-$8K	–	948
2016 Q4	$8K	Sell	89 -478	-84%	-$40.8K	0.01%	627
2016 Q3	$49K	Buy	+567	New	+$49.7K	0.03%	326

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plante Moran Financial Advisors's JKHY Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 38 shares — an estimated $6.66K sold.

Plante Moran Financial Advisors first reported a position in JKHY in Q3 2016 and held it in 15 quarters. The position peaked at $49K in Q3 2016. 718 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 38 Jack Henry & Associates shares in Q1 2025, an estimated $6.66K.
Plante Moran Financial Advisors first reported a position in Jack Henry & Associates in Q3 2016 and held it in 15 quarters.
Plante Moran Financial Advisors's Jack Henry & Associates position peaked at $49K in Q3 2016.
718 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.