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Savvy Advisors Inc’s Jack Henry & Associates JKHY Stock Holding History

Savvy Advisors Inc’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 		$304K Sell
1,922
-108
-5% -$18.5K 0.01% 864
2025
Q4 		$370K Buy
+2,030
New +$338K 0.01% 682

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

Savvy Advisors Inc's JKHY Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Jack Henry & Associates (JKHY) stake by 5.3% in Q1 2026, selling an estimated $18.5K and leaving 1,922 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #864.

Savvy Advisors Inc first reported a position in JKHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $370K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Savvy Advisors Inc held 1,922 shares of Jack Henry & Associates worth $304K as of Q1 2026.
  • Savvy Advisors Inc sold 108 Jack Henry & Associates shares in Q1 2026, an estimated $18.5K.
  • Jack Henry & Associates made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #864 holding.
  • Savvy Advisors Inc first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Jack Henry & Associates position peaked at $370K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.