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RWA Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

RWA Wealth Partners’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 		– Sell
-4,731
Closed -$748K – 657
2026
Q1 		$748K Buy
4,731
+30
+0.6% +$5.14K 0.01% 385
2025
Q4 		$858K Sell
4,701
-7
-0.1% -$1.17K 0.01% 362
2025
Q3 		$701K Buy
4,708
+8
+0.2% +$1.33K 0.01% 390
2025
Q2 		$847K Sell
4,700
-483
-9% -$85.8K 0.01% 354
2025
Q1 		$946K Hold
5,183
– – 0.01% 331
2024
Q4 		$909K Buy
+5,183
New +$926K 0.01% 343

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 $3.38T AUM 44.17% 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

RWA Wealth Partners's JKHY Position: Q2 2026 in Review

RWA Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 4,731 shares — an estimated $748K sold.

RWA Wealth Partners first reported a position in JKHY in Q4 2024 and held it in 6 quarters. The position peaked at $946K in Q1 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • RWA Wealth Partners reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 4,731 Jack Henry & Associates shares in Q2 2026, an estimated $748K.
  • RWA Wealth Partners first reported a position in Jack Henry & Associates in Q4 2024 and held it in 6 quarters.
  • RWA Wealth Partners's Jack Henry & Associates position peaked at $946K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.