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Prestige Wealth Management Group’s Jack Henry & Associates JKHY Stock Holding History

Prestige Wealth Management Group’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 		$7.11K Hold
45
– – ﹤0.01% 480
2025
Q4 		$8.21K Sell
45
-14
-24% -$2.33K ﹤0.01% 485
2025
Q3 		$8.79K Hold
59
– – ﹤0.01% 478
2025
Q2 		$10.6K Hold
59
– – ﹤0.01% 429
2025
Q1 		$10.8K Hold
59
– – ﹤0.01% 429
2024
Q4 		$10.3K Hold
59
– – ﹤0.01% 459
2024
Q3 		$10.4K Hold
59
– – ﹤0.01% 441
2024
Q2 		$9.8K Sell
59
-17
-22% -$2.82K ﹤0.01% 411
2024
Q1 		$13.2K Sell
76
-26
-25% -$4.42K ﹤0.01% 404
2023
Q4 		$16.7K Sell
102
-23
-18% -$3.52K ﹤0.01% 359
2023
Q3 		$18.9K Sell
125
-7
-5% -$1.13K ﹤0.01% 341
2023
Q2 		$22.1K Sell
132
-67
-34% -$10.4K 0.01% 357
2023
Q1 		$30K Buy
199
+11
+6% +$1.84K 0.01% 284
2022
Q4 		$33K Buy
188
+14
+8% +$2.58K 0.01% 295
2022
Q3 		$32K Buy
174
+29
+20% +$5.69K 0.01% 265
2022
Q2 		$26K Sell
145
-6
-4% -$1.12K 0.01% 296
2022
Q1 		$30K Buy
151
+9
+6% +$1.57K 0.01% 286
2021
Q4 		$24K Sell
142
-32
-18% -$5.18K 0.01% 353
2021
Q3 		$28K Buy
174
+10
+6% +$1.72K 0.01% 320
2021
Q2 		$27K Buy
164
+4
+3% +$639 0.01% 316
2021
Q1 		$24K Buy
160
+39
+32% +$5.95K 0.01% 331
2020
Q4 		$20K Sell
121
-194
-62% -$30.8K 0.01% 354
2020
Q3 		$51K Buy
315
+10
+3% +$1.74K 0.02% 245
2020
Q2 		$56K Buy
305
+73
+31% +$12.7K 0.02% 210
2020
Q1 		$36K Buy
232
+199
+603% +$30.9K 0.02% 210
2019
Q4 		$5K Buy
33
+4
+14% +$584 ﹤0.01% 425
2019
Q3 		$4K Buy
+29
New +$4.11K ﹤0.01% 438
2019
Q1 		– Sell
-46
Closed -$6K – 825
2018
Q4 		$6K Buy
+46
New +$6.53K ﹤0.01% 547

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

Prestige Wealth Management Group's JKHY Position: Q1 2026 in Review

Prestige Wealth Management Group held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 45 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Prestige Wealth Management Group first reported a position in JKHY in Q4 2018 and has held it in 28 quarters since. The position peaked at $56K in Q2 2020. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Prestige Wealth Management Group held 45 shares of Jack Henry & Associates worth $7.11K as of Q1 2026.
  • Prestige Wealth Management Group left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #480 holding.
  • Prestige Wealth Management Group first reported a position in Jack Henry & Associates in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Jack Henry & Associates position peaked at $56K in Q2 2020.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.