SFMG Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

SFMG Wealth Advisors’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	$204K	Hold	1,293	–	–	0.01%	295
2025 Q4	$236K	Buy	+1,293	New	+$215K	0.02%	273
2025 Q3	–	Sell	-1,322	Closed	-$238K	–	311
2025 Q2	$238K	Buy	1,322 +29	+2%	+$5.15K	0.02%	238
2025 Q1	$236K	Sell	1,293 -10	-0.8%	-$1.75K	0.02%	237
2024 Q4	$228K	Hold	1,303	–	–	0.02%	235
2024 Q3	$230K	Hold	1,303	–	–	0.02%	225
2024 Q2	$216K	Hold	1,303	–	–	0.02%	234
2024 Q1	$226K	Hold	1,303	–	–	0.02%	230
2023 Q4	$213K	Buy	+1,303	New	+$200K	0.02%	232
2023 Q3	–	Sell	-1,303	Closed	-$218K	–	269
2023 Q2	$218K	Buy	+1,303	New	+$203K	0.02%	219
2023 Q1	–	Sell	-1,303	Closed	-$229K	–	269
2022 Q4	$229K	Hold	1,303	–	–	0.03%	211
2022 Q3	$236K	Hold	1,303	–	–	0.03%	199
2022 Q2	$235K	Sell	1,303 -1,430	-52%	-$268K	0.03%	210
2022 Q1	$539K	Hold	2,733	–	–	0.05%	134
2021 Q4	$456K	Sell	2,733 -670	-20%	-$108K	0.04%	162
2021 Q3	$558K	Buy	3,403 +53	+2%	+$9.11K	0.06%	133
2021 Q2	$548K	Hold	3,350	–	–	0.06%	142
2021 Q1	$508K	Hold	3,350	–	–	0.06%	138
2020 Q4	$543K	Hold	3,350	–	–	0.07%	119
2020 Q3	$545K	Hold	3,350	–	–	0.08%	100
2020 Q2	$617K	Sell	3,350 -63	-2%	-$11K	0.09%	83
2020 Q1	$530K	Hold	3,413	–	–	0.08%	71
2019 Q4	$497K	Hold	3,413	–	–	0.06%	105
2019 Q3	$498K	Sell	3,413 -845	-20%	-$120K	0.07%	91
2019 Q2	$597K	Hold	4,258	–	–	0.08%	75
2019 Q1	$591K	Hold	4,258	–	–	0.09%	65
2018 Q4	$539K	Hold	4,258	–	–	0.09%	67
2018 Q3	$635K	Hold	4,258	–	–	0.1%	58
2018 Q2	$555K	Sell	4,258 -624	-13%	-$77.4K	0.09%	67
2018 Q1	$590K	Hold	4,882	–	–	0.1%	63
2017 Q4	$571K	Hold	4,882	–	–	0.09%	66
2017 Q3	$502K	Hold	4,882	–	–	0.1%	66
2017 Q2	$507K	Hold	4,882	–	–	0.11%	64
2017 Q1	$455K	Sell	4,882 -1,076	-18%	-$99.2K	0.09%	67
2016 Q4	$529K	Sell	5,958 -46,042	-89%	-$3.93M	0.11%	59
2016 Q3	$4.45M	Sell	52,000 -20,000	-28%	-$1.75M	0.98%	16
2016 Q2	$6.28M	Hold	72,000	–	–	1.4%	15
2016 Q1	$6.09M	Sell	72,000 -1,200	-2%	-$96.3K	1.34%	16
2015 Q4	$5.71M	Hold	73,200	–	–	1.3%	13
2015 Q3	$5.09M	Hold	73,200	–	–	1.23%	14
2015 Q2	$4.74M	Sell	73,200 -74,500	-50%	-$4.94M	1.06%	14
2015 Q1	$10.3M	Buy	147,700 +74,500	+102%	+$4.87M	0.83%	16
2014 Q4	$4.55M	Hold	73,200	–	–	1.01%	15
2014 Q3	$4.07M	Hold	73,200	–	–	1.28%	12
2014 Q2	$4.35M	Hold	73,200	–	–	1.5%	11
2014 Q1	$4.08M	Hold	73,200	–	–	1.37%	12
2013 Q4	$4.33M	Buy	73,200 +5,658	+8%	+$315K	1.49%	12
2013 Q3	$3.49M	Hold	67,542	–	–	1.4%	12
2013 Q2	$3.18M	Buy	+67,542	New	+$3.13M	1.27%	13

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

SFMG Wealth Advisors's JKHY Position: Q1 2026 in Review

SFMG Wealth Advisors held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 1,293 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #295.

SFMG Wealth Advisors first reported a position in JKHY in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.3M in Q1 2015. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

SFMG Wealth Advisors held 1,293 shares of Jack Henry & Associates worth $204K as of Q1 2026.
SFMG Wealth Advisors left its Jack Henry & Associates share count unchanged in Q1 2026.
Jack Henry & Associates made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #295 holding.
SFMG Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2013 and has held it in 49 quarters since.
SFMG Wealth Advisors's Jack Henry & Associates position peaked at $10.3M in Q1 2015.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.