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Rise Advisors’s Jack Henry & Associates JKHY Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-6
Closed -$894 – 781
2025
Q3 		$894 Sell
6
-3
-33% -$498 ﹤0.01% 1294
2025
Q2 		$1.62K Hold
9
– – ﹤0.01% 1216
2025
Q1 		$1.64K Buy
+9
New +$1.57K ﹤0.01% 1187

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rise Advisors's JKHY Position: Q4 2025 in Review

Rise Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 6 shares — an estimated $894 sold.

Rise Advisors first reported a position in JKHY in Q1 2025 and held it in 3 quarters. The position peaked at $1.64K in Q1 2025. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Rise Advisors reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 6 Jack Henry & Associates shares in Q4 2025, an estimated $894.
  • Rise Advisors first reported a position in Jack Henry & Associates in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Jack Henry & Associates position peaked at $1.64K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.