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Portfolio Design Labs’s Jack Henry & Associates JKHY Stock Holding History

Portfolio Design Labs’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
-1,137
Closed -$207K – 238
2025
Q4 		$207K Buy
+1,137
New +$189K 0.03% 197

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

Portfolio Design Labs's JKHY Position: Q1 2026 in Review

Portfolio Design Labs sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,137 shares — an estimated $207K sold.

Portfolio Design Labs first reported a position in JKHY in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Portfolio Design Labs reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Portfolio Design Labs sold 1,137 Jack Henry & Associates shares in Q1 2026, an estimated $207K.
  • Portfolio Design Labs first reported a position in Jack Henry & Associates in Q4 2025 and held it in 1 quarter.
  • Portfolio Design Labs's Jack Henry & Associates position peaked at $207K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.