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

Rialto Wealth Management’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 		$949 Buy
6
+1
+20% +$171 ﹤0.01% 1126
2025
Q4 		$913 Buy
5
+1
+25% +$167 ﹤0.01% 1027
2025
Q3 		$596 Buy
4
+1
+33% +$166 ﹤0.01% 1132
2025
Q2 		$541 Hold
3
– – ﹤0.01% 1112
2025
Q1 		$548 Buy
+3
New +$524 ﹤0.01% 761

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

Rialto Wealth Management's JKHY Position: Q1 2026 in Review

Rialto Wealth Management increased its Jack Henry & Associates (JKHY) stake by 20% in Q1 2026, buying an estimated $171 and bringing the position to 6 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Rialto Wealth Management first reported a position in JKHY in Q1 2025 and has held it in 5 quarters since. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Rialto Wealth Management held 6 shares of Jack Henry & Associates worth $949 as of Q1 2026.
  • Rialto Wealth Management bought 1 Jack Henry & Associates share in Q1 2026, an estimated $171.
  • Jack Henry & Associates made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1126 holding.
  • Rialto Wealth Management first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 5 quarters since.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.