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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Jack Henry & Associates (JKHY) stake by 0.96% in Q1 2026, selling an estimated $10.4K and leaving 6,285 shares worth $993K. The position accounts for 0.02% of the portfolio, ranked #322.

Sagespring Wealth Partners first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Sagespring Wealth Partners held 6,285 shares of Jack Henry & Associates worth $993K as of Q1 2026.
  • Sagespring Wealth Partners sold 61 Jack Henry & Associates shares in Q1 2026, an estimated $10.4K.
  • Jack Henry & Associates made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #322 holding.
  • Sagespring Wealth Partners first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Jack Henry & Associates position peaked at $1.16M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.