PWMG
JKHY icon

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
Q2 		$551 Sell
4
-3
-43% -$426 ﹤0.01% 1402
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Wealth Management Group's JKHY Position: Q2 2026 in Review

Private Wealth Management Group reduced its Jack Henry & Associates (JKHY) stake by 43% in Q2 2026, selling an estimated $426 and leaving 4 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Private Wealth Management Group first reported a position in JKHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.5K in Q1 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Private Wealth Management Group held 4 shares of Jack Henry & Associates worth $551 as of Q2 2026.
  • Private Wealth Management Group sold 3 Jack Henry & Associates shares in Q2 2026, an estimated $426.
  • Jack Henry & Associates made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1402 holding.
  • Private Wealth Management Group first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Jack Henry & Associates position peaked at $9.5K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.