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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

RWA Wealth Partners's JKHY Position: Q1 2026 in Review

RWA Wealth Partners increased its Jack Henry & Associates (JKHY) stake by 0.64% in Q1 2026, buying an estimated $5.14K and bringing the position to 4,731 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #385.

RWA Wealth Partners first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $946K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

RWA Wealth Partners held 4,731 shares of Jack Henry & Associates worth $748K as of Q1 2026.
RWA Wealth Partners bought 30 Jack Henry & Associates shares in Q1 2026, an estimated $5.14K.
Jack Henry & Associates made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #385 holding.
RWA Wealth Partners first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
RWA Wealth Partners's Jack Henry & Associates position peaked at $946K in Q1 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.