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

Private 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 		$1.11K Hold
7
– – ﹤0.01% 1232
2025
Q4 		$1.28K Sell
7
-36
-84% -$6K ﹤0.01% 1207
2025
Q3 		$6.4K Sell
43
-9
-17% -$1.49K ﹤0.01% 695
2025
Q2 		$9.37K Hold
52
– – ﹤0.01% 510
2025
Q1 		$9.5K Hold
52
– – ﹤0.01% 488
2024
Q4 		$9.12K Hold
52
– – ﹤0.01% 507
2024
Q3 		$9.18K Hold
52
– – ﹤0.01% 479
2024
Q2 		$8.63K Buy
52
+34
+189% +$5.64K ﹤0.01% 489
2024
Q1 		$3.13K Hold
18
– – ﹤0.01% 792
2023
Q4 		$2.94K Buy
+18
New +$2.76K ﹤0.01% 814

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

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

Private Wealth Management Group held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Private Wealth Management Group first reported a position in JKHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.5K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Private Wealth Management Group held 7 shares of Jack Henry & Associates worth $1.11K as of Q1 2026.
  • Private Wealth Management Group left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1232 holding.
  • Private Wealth Management Group first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Jack Henry & Associates position peaked at $9.5K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.