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

Ritholtz 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
Q2 		$215K Sell
1,561
-344
-18% -$48.8K ﹤0.01% 1211
2026
Q1 		$301K Buy
1,905
+250
+15% +$42.8K 0.01% 972
2025
Q4 		$302K Sell
1,655
-49
-3% -$8.16K 0.01% 889
2025
Q3 		$254K Sell
1,704
-1,816
-52% -$301K ﹤0.01% 904
2025
Q2 		$634K Buy
3,520
+129
+4% +$22.9K 0.01% 573
2025
Q1 		$619K Buy
3,391
+768
+29% +$134K 0.02% 532
2024
Q4 		$460K Buy
2,623
+11
+0.4% +$1.97K 0.01% 589
2024
Q3 		$461K Buy
2,612
+129
+5% +$21.8K 0.01% 584
2024
Q2 		$412K Sell
2,483
-418
-14% -$69.4K 0.01% 576
2024
Q1 		$504K Sell
2,901
-1
-0% -$170 0.02% 525
2023
Q4 		$474K Sell
2,902
-1,227
-30% -$188K 0.02% 502
2023
Q3 		$624K Sell
4,129
-1,486
-26% -$240K 0.03% 406
2023
Q2 		$940K Buy
5,615
+1,786
+47% +$278K 0.04% 288
2023
Q1 		$577K Sell
3,829
-790
-17% -$132K 0.03% 371
2022
Q4 		$811K Sell
4,619
-13,197
-74% -$2.44M 0.05% 273
2022
Q3 		$3.25M Buy
17,816
+14,350
+414% +$2.81M 0.17% 78
2022
Q2 		$624K Buy
3,466
+2,132
+160% +$399K 0.04% 266
2022
Q1 		$263K Buy
1,334
+32
+2% +$5.6K 0.02% 441
2021
Q4 		$217K Hold
1,302
– – 0.01% 486
2021
Q3 		$214K Hold
1,302
– – 0.01% 451
2021
Q2 		$213K Buy
+1,302
New +$208K 0.02% 439

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

Ritholtz Wealth Management's JKHY Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 18% in Q2 2026, selling an estimated $48.8K and leaving 1,561 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Ritholtz Wealth Management first reported a position in JKHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.25M in Q3 2022. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Ritholtz Wealth Management held 1,561 shares of Jack Henry & Associates worth $215K as of Q2 2026.
  • Ritholtz Wealth Management sold 344 Jack Henry & Associates shares in Q2 2026, an estimated $48.8K.
  • Jack Henry & Associates made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1211 holding.
  • Ritholtz Wealth Management first reported a position in Jack Henry & Associates in Q2 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's Jack Henry & Associates position peaked at $3.25M in Q3 2022.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.