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

Sagespring 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 		$793K Sell
5,759
-526
-8% -$74.6K 0.01% 406
2026
Q1 		$993K Sell
6,285
-61
-1% -$10.4K 0.02% 322
2025
Q4 		$1.16M Buy
6,346
+479
+8% +$79.8K 0.02% 283
2025
Q3 		$874K Sell
5,867
-278
-5% -$46.2K 0.02% 324
2025
Q2 		$1.11M Buy
6,145
+209
+4% +$37.1K 0.02% 268
2025
Q1 		$1.08M Sell
5,936
-172
-3% -$30K 0.03% 234
2024
Q4 		$1.07M Buy
+6,108
New +$1.09M 0.03% 206

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

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

Sagespring Wealth Partners reduced its Jack Henry & Associates (JKHY) stake by 8.4% in Q2 2026, selling an estimated $74.6K and leaving 5,759 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #406.

Sagespring Wealth Partners first reported a position in JKHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Sagespring Wealth Partners held 5,759 shares of Jack Henry & Associates worth $793K as of Q2 2026.
  • Sagespring Wealth Partners sold 526 Jack Henry & Associates shares in Q2 2026, an estimated $74.6K.
  • Jack Henry & Associates made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #406 holding.
  • Sagespring Wealth Partners first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Jack Henry & Associates position peaked at $1.16M in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.